XAUG — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  2 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 (XAUG). 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
0.06% (2025 Q4)
Avg. % of fund
0.06%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,630 +601 +10.0% 0.06% $248K $37.44
2025 Q3 INITIATED 6,029 — — 0.06% $222K $36.75
% of Fund (quarterly)    XAUG price (monthly, adj. close)

Other funds also holding XAUG

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 1.26% Diligent Investors, LLC 3Y 7Y 0.36% 1776 Wealth LLC 3Y 0.14% PFS Partners, LLC 0.06% Bouchey Financial Group Ltd 3Y 7Y 0.05% SILVER OAK SECURITIES, INCORPORATED 3Y 0.03% Ashton Thomas Private Wealth, LLC 0.03% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.02% DHJJ Financial Advisors, Ltd. 3Y 0.02% HARBOUR INVESTMENTS, INC. 3Y 0.01%
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