Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
54,218
Previous 33,640 61.17%
Holding current value
$1.69 Billion
Previous $1.04 Billion 62.37%
% of portfolio
0.48%
Previous 0.33%

Shares

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

Nov 12, 2025
BUY
N/A
20,578 Added 61.17%
54,218 $1.69 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
33,640 New
33,640 $1.04 Billion
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