Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
15,166
Previous 5,741 164.17%
Holding current value
$582 Million
Previous $213 Million 172.74%
% of portfolio
0.17%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
N/A
9,425 Added 164.17%
15,166 $582 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-69 Reduced 1.19%
5,741 $213 Million
Q1 2025

May 13, 2025
SELL
N/A
-83 Reduced 1.41%
5,810 $205 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-24,932 Reduced 80.88%
5,893 $209 Million
Q3 2024

Nov 14, 2024
BUY
N/A
30,825 New
30,825 $1.08 Billion
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