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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Sequent Planning

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai 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 Exchng Traded Fd Vi tcw unconstrai by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 105k 24.65
2024-09-30 $2.6M 103k 25.13
2024-06-30 $2.5M 103k 24.39
2024-03-31 $2.2M 88k 24.60

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
UBS Group
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Harbour Investments
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Branch Banking & Trust Company
Aptus Capital Advisors
Raymond James Financial
Jpmorgan Chase & Co

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai