Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
503,159
Previous 519,199 3.09%
Holding current value
$18.5 Billion
Previous $18.6 Billion 0.07%
% of portfolio
5.26%
Previous 5.88%

Shares

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

Nov 12, 2025
SELL
N/A
-16,040 Reduced 3.09%
503,159 $18.5 Billion
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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