Ownership history in Sequent Planning LLC · 3 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 (QCAP). 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 | UNCHANGED | 24,779 | — | 0% | 0.15% | $588K | $23.71 |
| 2025 Q3 | REDUCED | 24,779 | -6,077 | -19.7% | 0.16% | $578K | $23.31 |
| 2025 Q2 | INITIATED | 30,856 | — | — | 0.22% | $703K | $22.77 |
As of 2025 Q4 — sorted by position size