XOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  5 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 (XOCT). 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
6.55% (2024 Q4)
Avg. % of fund
5.71%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 466,976 -36,183 -7.2% 4.49% $17.6M $37.74
2025 Q3 REDUCED 503,159 -16,040 -3.1% 5.26% $18.5M $36.86
2025 Q2 REDUCED 519,199 -4,968 -0.9% 5.88% $18.6M $35.75
2025 Q1 ADDED 524,167 +2,219 +0.4% 6.39% $17.7M $33.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOCT price (monthly, adj. close)

Other funds also holding XOCT

As of 2025 Q4 — sorted by position size

Objectivity Squared, LLC 8.45% Bouchey Financial Group Ltd 3Y 7Y 2.18% Financial Guidance Group, Inc. 3Y 1.52% CROSSPOINT FINANCIAL, LLC 3Y 0.85% Van Diest Capital, LLC 0.79% SECURED RETIREMENT ADVISORS, LLC 0.68% Bullseye Investment Management, LLC 3Y 0.29% Diligent Investors, LLC 3Y 7Y 0.26% PFS Partners, LLC 0.2% Arlington Capital Management, Inc. 3Y 7Y 0.15%
← Back to Sequent Planning LLC Holdings