Sequent Planning LLC XOCT — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  6 quarters on record

AI Ownership Summary

Sequent Planning LLC reported FIRST TR EXCHNG TRADED FD VI (XOCT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.55% in 2024 Q4. The latest visible filing shows XOCT at 4.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XOCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequent Planning LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XOCT was reported at 4.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.55% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XOCT stock page Sequent Planning LLC fund profile Sequent Planning LLC full holdings
How Sequent Planning LLC held XOCT — position size vs. price
% of Fund (quarterly)    XOCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 454,609 -12,367 -2.6% 4.10% $16.9M 2026-04-21 $38.53
2025 Q4 REDUCED 7.2% -1.2% ✅ 466,976 -36,183 -7.2% 4.49% $17.6M 2026-02-05 $37.69
2025 Q3 REDUCED — — — 503,159 -16,040 -3.1% 5.26% $18.5M 2025-11-12 $37.33
2025 Q2 REDUCED — — — 519,199 -4,968 -0.9% 5.88% $18.6M 2025-08-14 $36.39
2025 Q1 ADDED — — — 524,167 +2,219 +0.4% 6.39% $17.7M 2025-05-13 $34.74
2024 Q4 INITIATED — — — 521,948 — — 6.55% $17.9M 2025-02-11 $34.79

🏢 Other funds also holding XOCT

As of 2026 Q1 — sorted by position size

Bouchey Financial Group Ltd 3Y 7Y 2.14% Financial Guidance Group, Inc. 3Y 1.28% SECURED RETIREMENT ADVISORS, LLC 0.68% Diligent Investors, LLC 3Y 7Y 0.26% PFS Partners, LLC 0.2% Arlington Capital Management, Inc. 3Y 7Y 0.15% Ignite Planners, LLC 3Y 0.08% Beacon Financial Advisory LLC 3Y 0.08% LVZ, Inc. 3Y 7Y 0.04% DHJJ Financial Advisors, Ltd. 3Y 0.03%

FAQ About Sequent Planning LLC and XOCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequent Planning LLC reported owning XOCT?

Sequent Planning LLC reported XOCT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XOCT position in Sequent Planning LLC's portfolio?

The largest reported portfolio weight for XOCT was 6.55% in 2024 Q4.

What is the latest reported XOCT position on this page?

The most recent filing on this page is 2026 Q1, when Sequent Planning LLC reported 454,609 shares, equal to 4.10% of portfolio, with an estimated market value of $16.9M.

What does the chart on this XOCT ownership page compare?

The chart compares Sequent Planning LLC's quarterly XOCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequent Planning LLC time their XOCT position?

Based on 13F filing dates vs. subsequent XOCT price moves, Sequent Planning LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on XOCT relative to SPY over the holding period was -5.2%.

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