XFEB — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sequent Planning LLC  ·  7 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 (XFEB). 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
0.36% (2024 Q3)
Avg. % of fund
0.18%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,045 -4,040 -40.1% 0.05% $216K $35.72
2025 Q3 UNCHANGED 10,085 — 0% 0.10% $352K $34.95
2025 Q2 UNCHANGED 10,085 — 0% 0.11% $342K $33.92
2025 Q1 REDUCED 10,085 -22,015 -68.6% 0.12% $325K $32.20
2024 Q3 ADDED 32,100 +7,347 +29.7% 0.36% $1.0M $32.11
2024 Q2 ADDED 24,753 +4,200 +20.4% 0.27% $776K $31.32
2024 Q1 INITIATED 20,553 — — 0.23% $628K —
% of Fund (quarterly)    XFEB price (monthly, adj. close)

Other funds also holding XFEB

As of 2025 Q4 — sorted by position size

Diligent Investors, LLC 3Y 7Y 0.58% Americana Partners, LLC 3Y 0.31% Clear Point Advisors Inc. 0.31% Camelot Portfolios, LLC 3Y 7Y 0.12% PFS Partners, LLC 0.11% UPTICK PARTNERS, LLC 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.06% Luken Investment Analytics, LLC 3Y 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.04% Integrity Financial Corp /WA 3Y 0.03%
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