Sequent Planning LLC First Trust Developed Markets Transaction History

Sequent Planning LLC

$276 Billion
Q1 2024

A detailed history of Sequent Planning LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Sequent Planning LLC holds 4,261 shares of FDT stock, worth $234,610. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,261

Holding current value

$234,610

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$50.91 - $56.24 $216,927 - $239,638	4,261 New	4,261 $239 Million

Others Institutions Holding FDT

# of Institutions

119

Shares Held

5.51M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.06M
Shares

$58.6 Million
0.0% of portfolio
Envestnet Asset Management Inc

478K
Shares

$26.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

476K
Shares

$26.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

380K
Shares

$20.9 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

376K
Shares

$20.7 Million
0.56% of portfolio

View Full List

About FIRST TRUST DEVELOPED MARKETS

Ticker FDT
Sector ETFs
Industry ETFs

More about FDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Account

Sequent Planning LLC First Trust Developed Markets Transaction History