XMAY — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  4 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 (XMAY). 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
0.18% (2025 Q3)
Avg. % of fund
0.13%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,636 -3 -0.0% 0.17% $650K $34.88
2025 Q3 ADDED 18,639 +10,588 +131.5% 0.18% $638K $34.24
2025 Q2 REDUCED 8,051 -1,156 -12.6% 0.08% $268K $33.31
2024 Q2 INITIATED 9,207 — — 0.10% $278K —
% of Fund (quarterly)    XMAY price (monthly, adj. close)

Other funds also holding XMAY

As of 2025 Q4 — sorted by position size

Objectivity Squared, LLC 0.68% Clear Creek Financial Management, LLC 3Y 0.15% PFS Partners, LLC 0.06% Diligent Investors, LLC 3Y 7Y 0.06% First Heartland Consultants, Inc. 3Y 7Y 0.06% Kestra Advisory Services, LLC 3Y 0.01% Sigma Planning Corp 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01% Ashton Thomas Private Wealth, LLC 0.01% DHJJ Financial Advisors, Ltd. 3Y 0.01%
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