Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
78,804
Previous 103,099 23.56%
Holding current value
$1.83 Billion
Previous $2.29 Billion 20.17%
% of portfolio
0.52%
Previous 0.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-24,295 Reduced 23.56%
78,804 $1.83 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-5,532 Reduced 5.09%
103,099 $2.29 Billion
Q1 2025

May 13, 2025
SELL
N/A
-1,488 Reduced 1.35%
108,631 $2.2 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-2,779,546 Reduced 96.19%
110,119 $2.3 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
2,889,665 New
2,889,665 $58.6 Billion
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