QSPT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in FIRST TR EXCHNG TRADED FD VI (QSPT). 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
0.25% (2025 Q4)
Avg. % of fund
0.25%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 31,419 — — 0.25% $995K $31.68
% of Fund (quarterly)    QSPT price (monthly, adj. close)

Other funds also holding QSPT

As of 2025 Q4 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 2.73% FWG Investments, LLC. 0.75% SMART Wealth LLC 0.54% Global Assets Advisory, LLC 3Y 0.52% Maia Wealth LLC 0.32% 1776 Wealth LLC 3Y 0.26% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.26% Ignite Planners, LLC 3Y 0.22% Faithward Advisors, LLC 3Y 0.2% ORG Partners LLC 0.17%
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