XAPR — FIRST TR EXCHNG TRADED FD VI

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 (XAPR). 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
0.09% (2025 Q2)
Avg. % of fund
0.08%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,951 -10 -0.1% 0.07% $290K $36.44
2025 Q3 REDUCED 7,961 -41 -0.5% 0.08% $285K $35.82
2025 Q2 INITIATED 8,002 — — 0.09% $281K $35.09
% of Fund (quarterly)    XAPR price (monthly, adj. close)

Other funds also holding XAPR

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 0.64% VestGen Investment Management 3Y 7Y 0.33% Arlington Capital Management, Inc. 3Y 7Y 0.15% UPTICK PARTNERS, LLC 0.13% Signal Advisors Wealth, LLC 0.06% HARBOUR INVESTMENTS, INC. 3Y 0.06% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% CreativeOne Wealth, LLC 3Y 7Y 0.02% Integrity Financial Corp /WA 3Y 0.02% DHJJ Financial Advisors, Ltd. 3Y 0.01%
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