QCOC β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  Β·  5 quarters on record

AI Ownership Summary

Sequent Planning LLC reported FIRST TR EXCHNG TRADED FD VI (QCOC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.01% in 2025 Q4. The latest visible filing shows QCOC at 2.01% 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 QCOC 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
2025 Q4

QCOC was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.01% in 2025 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 2025 Q4

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 QCOC β€” position size vs. price
% of Fund (quarterly)    QCOC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 351,975 +89,655 +34.2% 2.01% $7.9M 2026-02-14 (Est.) $22.31
2025 Q3 REDUCED 262,320 -5,594 -2.1% 1.64% $5.8M 2025-11-12 $22.30
2025 Q2 REDUCED 267,914 -2,629 -1.0% 1.80% $5.7M 2025-08-14 $21.72
2025 Q1 ADDED 270,543 +4,880 +1.8% 1.91% $5.3M 2025-05-13 $20.54
2024 Q4 INITIATED 265,663 β€” β€” 1.97% $5.4M 2025-02-11 $20.52

FAQ About Sequent Planning LLC and QCOC

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 QCOC?

Sequent Planning LLC reported QCOC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for QCOC was 2.01% in 2025 Q4.

What is the latest reported QCOC position on this page?

The most recent filing on this page is 2025 Q4, when Sequent Planning LLC reported 351,975 shares, equal to 2.01% of portfolio, with an estimated market value of $7.9M.

What does the chart on this QCOC ownership page compare?

The chart compares Sequent Planning LLC's quarterly QCOC 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.

← Back to Sequent Planning LLC Holdings