Sequent Planning LLC GFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  9 quarters on record

AI Ownership Summary

Sequent Planning LLC reported FIRST TR EXCHNG TRADED FD VI (GFEB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.4% in 2024 Q3. The latest visible filing shows GFEB at 0.08% 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 GFEB 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

GFEB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q3

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

Time in book
Holding Window
2024 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.

GFEB stock page Sequent Planning LLC fund profile Sequent Planning LLC full holdings
How Sequent Planning LLC held GFEB — position size vs. price
% of Fund (quarterly)    GFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,764 +1,529 +24.5% 0.08% $319K 2026-04-21 $42.82
2025 Q4 UNCHANGED — — — 6,235 — 0% 0.07% $259K 2026-02-05 $41.67
2025 Q3 UNCHANGED — — — 6,235 — 0% 0.07% $253K 2025-11-12 $40.99
2025 Q2 UNCHANGED — — — 6,235 — 0% 0.08% $243K 2025-08-14 $39.90
2025 Q1 UNCHANGED — — — 6,235 — 0% 0.08% $229K 2025-05-13 $37.78
2024 Q4 REDUCED 80.3% -1.6% ✅ 6,235 -25,432 -80.3% 0.09% $233K 2025-02-11 $37.87
2024 Q3 ADDED — — — 31,667 +6,270 +24.7% 0.40% $1.2M 2024-11-14 $37.15
2024 Q2 ADDED — — — 25,397 +3,591 +16.5% 0.31% $901K 2024-08-12 $35.23
2024 Q1 INITIATED — — — 21,806 — — 0.27% $751K 2024-05-14 $34.62

🏢 Other funds also holding GFEB

As of 2026 Q1 — sorted by position size

Tanglewood Legacy Advisors, LLC 3Y 1.34% MILESTONE ASSET MANAGEMENT, LLC 3Y 1.01% SMART Wealth LLC 0.69% Chris Bulman Inc 0.69% Madrona Financial Services, LLC 3Y 7Y 0.46% Clear Creek Financial Management, LLC 3Y 0.3% CITY HOLDING CO 3Y 7Y 0.24% Diligent Investors, LLC 3Y 7Y 0.19% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.15% Ifrah Financial Services, Inc. 3Y 7Y 0.11%

FAQ About Sequent Planning LLC and GFEB

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 GFEB?

Sequent Planning LLC reported GFEB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for GFEB was 0.40% in 2024 Q3.

What is the latest reported GFEB position on this page?

The most recent filing on this page is 2026 Q1, when Sequent Planning LLC reported 7,764 shares, equal to 0.08% of portfolio, with an estimated market value of $319K.

What does the chart on this GFEB ownership page compare?

The chart compares Sequent Planning LLC's quarterly GFEB 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.

How well did Sequent Planning LLC time their GFEB position?

Based on 13F filing dates vs. subsequent GFEB price moves, Sequent Planning LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on GFEB relative to SPY over the holding period was -5.4%.

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