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First Tr Exchange Traded Fd lng dur oprtun shares owned by Sequent Planning

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in First Tr Exchange Traded Fd lng dur oprtun

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange Traded Fd lng dur oprtun by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 119k 20.77
2024-03-31 $2.2M 101k 21.38

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

Top funds holding First Tr Exchange Traded Fd lng dur oprtun

LPL Financial
Envestnet Asset Management
Atria Wealth Solutions
Morgan Stanley
Advisor Group Holdings
Gladstone Institutional Advisory
Royal Bank of Canada
HighTower Advisors
GDS Wealth Management
Cambridge Investment Research Advisors
Stephens
Raymond James & Associates
Csenge Advisory Group
Raymond James Financial Services Advisors
Marshall Financial Group

View all funds holding First Tr Exchange Traded Fd lng dur oprtun