QJUN — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  8 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 (QJUN). 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
2.01% (2024 Q1)
Avg. % of fund
1.49%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 127,942 -6,657 -4.9% 1.04% $4.1M $31.84
2025 Q3 ADDED 134,599 +5,287 +4.1% 1.19% $4.2M $31.11
2025 Q2 REDUCED 129,312 -8,275 -6.0% 1.21% $3.8M $29.57
2025 Q1 REDUCED 137,587 -4,592 -3.2% 1.31% $3.6M $26.45
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QJUN price (monthly, adj. close)

Other funds also holding QJUN

As of 2025 Q4 — sorted by position size

Ferguson Shapiro LLC 3Y 9.7% Financial Guidance Group, Inc. 3Y 2.21% FWG Investments, LLC. 1.77% Keystone Wealth Services, LLC 3Y 1.52% SMART Wealth LLC 1.33% Davies Financial Advisors, Inc. 0.72% Bullseye Investment Management, LLC 3Y 0.45% Aurora Private Wealth, Inc. 3Y 0.35% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.35% Modern Wealth Management, LLC 0.25%
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