Ownership history in Sequent Planning LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FIRST TR EXCHNG TRADED FD VI (DOCT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 122,211 | +262 | +0.2% | 1.38% | $5.4M | $44.29 |
| 2025 Q3 | REDUCED | 121,949 | -2,616 | -2.1% | 1.50% | $5.3M | $43.20 |
| 2025 Q2 | REDUCED | 124,565 | -1,455 | -1.2% | 1.62% | $5.1M | $41.07 |
| 2025 Q1 | ADDED | 126,020 | +3,155 | +2.6% | 1.74% | $4.8M | $38.35 |
As of 2025 Q4 — sorted by position size