Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

11,993

Previous 8,867 35.25%

$500 Million

Previous $354 Million 41.01%

0.14%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	N/A	3,126 Added 35.25%	11,993 $500 Million
Q2 2025 Aug 14, 2025	BUY	N/A	51 Added 0.58%	8,867 $354 Million
Q1 2025 May 13, 2025	BUY	N/A	1,401 Added 18.89%	8,816 $332 Million
Q4 2024 Feb 11, 2025	SELL	N/A	-208,691 Reduced 96.57%	7,415 $287 Million
Q3 2024 Nov 14, 2024	BUY	N/A	11,744 Added 5.75%	216,106 $8.18 Billion

Q2 2024 Aug 12, 2024	SELL	N/A	-22,654 Reduced 9.98%	204,362 $7.54 Billion
Q1 2024 May 14, 2024	BUY	N/A	227,016 New	227,016 $8.15 Billion

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

Stay updated on Sequent Planning LLC with notifications on news.