GDEC β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  Β·  7 quarters on record

AI Ownership Summary

Sequent Planning LLC reported FIRST TR EXCHNG TRADED FD VI (GDEC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows GDEC at 0.15% 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 GDEC 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

GDEC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

How Sequent Planning LLC held GDEC β€” position size vs. price
% of Fund (quarterly)    GDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,920 +1,113 +7.0% 0.15% $626K 2026-04-21 $38.66
2025 Q4 REDUCED 15,807 -746 -4.5% 0.15% $598K 2026-02-05 $37.69
2025 Q3 REDUCED 16,553 -131 -0.8% 0.17% $607K 2025-11-12 $37.20
2025 Q2 ADDED 16,684 +8,017 +92.5% 0.19% $587K 2025-08-14 $36.03
2025 Q1 ADDED 8,667 +2,474 +39.9% 0.10% $287K 2025-05-13 $34.02
2024 Q4 REDUCED 6,193 -324 -5.0% 0.08% $209K 2025-02-11 $34.41
2024 Q3 INITIATED 6,517 β€” β€” 0.07% $216K 2024-11-14 $33.60

FAQ About Sequent Planning LLC and GDEC

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 GDEC?

Sequent Planning LLC reported GDEC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for GDEC was 0.19% in 2025 Q2.

What is the latest reported GDEC position on this page?

The most recent filing on this page is 2026 Q1, when Sequent Planning LLC reported 16,920 shares, equal to 0.15% of portfolio, with an estimated market value of $626K.

What does the chart on this GDEC ownership page compare?

The chart compares Sequent Planning LLC's quarterly GDEC 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.

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