XJAN — 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 (XJAN). 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
5.66% (2024 Q1)
Avg. % of fund
1.48%
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 10,188 -101 -1.0% 0.10% $375K $36.83
2025 Q3 REDUCED 10,289 -94 -0.9% 0.11% $371K $36.03
2025 Q2 REDUCED 10,383 -346 -3.2% 0.11% $363K $34.92
2025 Q1 ADDED 10,729 +267 +2.6% 0.13% $355K $33.13
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XJAN price (monthly, adj. close)

Other funds also holding XJAN

As of 2025 Q4 — sorted by position size

KRAEMATON INVESTMENT ADVISORS, INC 3Y 1.71% Arlington Capital Management, Inc. 3Y 7Y 0.16% PFS Partners, LLC 0.08% HARBOUR INVESTMENTS, INC. 3Y 0.05% Integrity Financial Corp /WA 3Y 0.03% Arkadios Wealth Advisors 3Y 0.03% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Ashton Thomas Private Wealth, LLC 0.02% Sigma Planning Corp 3Y 7Y 0.02% CreativeOne Wealth, LLC 3Y 7Y 0.01%
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