Sequent Planning LLC FEBM β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  Β·  1 quarter on record

AI Ownership Summary

Sequent Planning LLC reported FIRST TR EXCHNG TRADED FD VI (FEBM) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows FEBM at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FEBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequent Planning LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FEBM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequent Planning LLC held FEBM β€” position size vs. price
% of Fund (quarterly)    FEBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 7,956 β€” β€” 0.06% $241K 2026-04-21 $30.84

FAQ About Sequent Planning LLC and FEBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequent Planning LLC reported owning FEBM?

Sequent Planning LLC reported FEBM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported FEBM position in Sequent Planning LLC's portfolio?

The largest reported portfolio weight for FEBM was 0.06% in 2026 Q1.

What is the latest reported FEBM position on this page?

The most recent filing on this page is 2026 Q1, when Sequent Planning LLC reported 7,956 shares, equal to 0.06% of portfolio, with an estimated market value of $241K.

What does the chart on this FEBM ownership page compare?

The chart compares Sequent Planning LLC's quarterly FEBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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