Ownership history in Sequent Planning LLC · 5 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 (GOCT). 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 | REDUCED | 232,226 | -39,917 | -14.7% | 2.32% | $9.1M | $39.29 |
| 2025 Q3 | REDUCED | 272,143 | -2,611 | -1.0% | 2.96% | $10.4M | $38.31 |
| 2025 Q2 | ADDED | 274,754 | +3,669 | +1.4% | 3.18% | $10.0M | $36.56 |
| 2025 Q1 | ADDED | 271,085 | +5,756 | +2.2% | 3.35% | $9.3M | $34.33 |
As of 2025 Q4 — sorted by position size