DIVI — FRANKLIN TEMPLETON ETF TR

Ownership history in Sequent Planning LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FRANKLIN TEMPLETON ETF TR (DIVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.18% (2025 Q3)
Avg. % of fund
1.16%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 116,370 +5,136 +4.6% 1.15% $4.5M $38.89
2025 Q3 INITIATED 111,234 — — 1.18% $4.2M $36.75
% of Fund (quarterly)    DIVI price (monthly, adj. close)

Other funds also holding DIVI

As of 2025 Q4 — sorted by position size

Baron Wealth Management LLC 8.71% TriaGen Wealth Management LLC 3Y 5.92% Legacy Financial Advisors, Inc. 3Y 7Y 4.59% AllGen Financial Advisors, Inc. 3Y 3.59% Vickerman Investment Advisors, Inc. 3Y 2.83% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.67% LMG Wealth Partners, LLC 3Y 1.89% Capital Analysts, LLC 3Y 7Y 1.7% Joseph Group Capital Management 3Y 1.63% CASTLE WEALTH MANAGEMENT LLC 3Y 1.57%
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