QCOC — FIRST TR EXCHNG TRADED FD VI

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 (QCOC). 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.

Peak position
2.01% (2025 Q4)
Avg. % of fund
1.87%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 351,975 +89,655 +34.2% 2.01% $7.9M $22.45
2025 Q3 REDUCED 262,320 -5,594 -2.1% 1.64% $5.8M $22.02
2025 Q2 REDUCED 267,914 -2,629 -1.0% 1.80% $5.7M $21.23
2025 Q1 ADDED 270,543 +4,880 +1.8% 1.91% $5.3M $19.63
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QCOC price (monthly, adj. close)

Other funds also holding QCOC

As of 2025 Q4 — sorted by position size

Prosperity Financial Group, Inc. 2.3% WEALTHGARDEN F.S. LLC 0.26% Maia Wealth LLC 0.25% Integrity Financial Corp /WA 3Y 0.15% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.12% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% Ignite Planners, LLC 3Y 0.1% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.08% Diligent Investors, LLC 3Y 7Y 0.07% Falcon Wealth Planning 3Y 0.07%
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