Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
12,753
Previous 10,350 23.22%
Holding current value
$516 Million
Previous $405 Million 27.36%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 12, 2025
BUY
N/A
2,403 Added 23.22%
12,753 $516 Million
Q2 2025

Aug 14, 2025
BUY
N/A
2,607 Added 33.67%
10,350 $405 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-128 Reduced 1.63%
7,743 $286 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-181 Reduced 2.25%
7,871 $285 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-1,694 Reduced 17.38%
8,052 $282 Million
Q1 2024

May 14, 2024
BUY
N/A
9,746 New
9,746 $331 Million
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