DVOL FIRST TR EXCHANGE-TRADED FD

Ownership history in Sigma Planning Corp  ·  20 quarters on record

This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR EXCHANGE-TRADED FD (DVOL). 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
0.09% (2019 Q4)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,202 +72 +0.5% 0.01% $533K $35.03
2025 Q3 ADDED 15,130 +1,450 +10.6% 0.02% $536K $35.36
2025 Q2 ADDED 13,680 +4,875 +55.4% 0.01% $480K $34.96
2025 Q1 ADDED 8,805 +992 +12.7% 0.01% $313K $35.32
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DVOL price (monthly, adj. close)
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