QDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  8 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 (QDEC). 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
19.62% (2025 Q2)
Avg. % of fund
8.59%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 508,569 -27,727 -5.2% 4.21% $16.5M $32.53
2025 Q3 REDUCED 536,296 -1,574,894 -74.6% 4.74% $16.7M $31.12
2025 Q2 ADDED 2,111,190 +108,130 +5.4% 19.62% $61.9M $29.34
2025 Q1 ADDED 2,003,060 +146,000 +7.9% 18.86% $52.4M $26.15
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QDEC price (monthly, adj. close)

Other funds also holding QDEC

As of 2025 Q4 — sorted by position size

FWG Investments, LLC. 1.38% SMART Wealth LLC 1.35% Purus Wealth Management, LLC 3Y 0.75% Benson Wealth Management INC 0.41% First Heartland Consultants, Inc. 3Y 7Y 0.32% DHJJ Financial Advisors, Ltd. 3Y 0.28% 1776 Wealth LLC 3Y 0.26% Outlook Wealth Advisors, LLC 3Y 7Y 0.26% Faithward Advisors, LLC 3Y 0.25% Global Assets Advisory, LLC 3Y 0.25%
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