Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
38,442
Previous 22,114 73.84%
Holding current value
$824 Million
Previous $456 Million 80.54%
% of portfolio
0.23%
Previous 0.14%

Shares

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

Nov 12, 2025
BUY
N/A
16,328 Added 73.84%
38,442 $824 Million
Q2 2025

Aug 14, 2025
BUY
N/A
9,601 Added 76.73%
22,114 $456 Million
Q1 2025

May 13, 2025
BUY
N/A
12,513 New
12,513 $240 Million
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