Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
519,199
Previous 524,167 0.95%
Holding current value
$18.6 Billion
Previous $17.7 Billion 4.64%
% of portfolio
5.88%
Previous 6.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-4,968 Reduced 0.95%
519,199 $18.6 Billion
Q1 2025

May 13, 2025
BUY
N/A
2,219 Added 0.43%
524,167 $17.7 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
521,948 New
521,948 $17.9 Billion
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