Ownership history in Sigma Planning Corp · 38 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR EXCHANGE TRADED FD (FBT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,424 | +142 | +11.1% | 0.01% | $255K | $179.29 |
| 2025 Q2 | REDUCED | 1,282 | -144 | -10.1% | 0.01% | $207K | $161.33 |
| 2025 Q1 | REDUCED | 1,426 | -2,566 | -64.3% | 0.01% | $243K | $170.12 |
| 2024 Q2 | REDUCED | 3,992 | -82 | -2.0% | 0.02% | $615K | $152.94 |
| 2024 Q1 | ADDED | 4,074 | +1,514 | +59.1% | 0.02% | $627K | $152.72 |
| 2023 Q4 | REDUCED | 2,560 | -2,489 | -49.3% | 0.03% | $405K | $156.98 |
| 2023 Q3 | REDUCED | 5,049 | -943 | -15.7% | 0.03% | $739K | $145.35 |
| 2023 Q2 | REDUCED | 5,992 | -428 | -6.7% | 0.03% | $918K | $152.10 |
| 2023 Q1 | ADDED | 6,420 | +229 | +3.7% | 0.03% | $995K | $153.97 |
| 2022 Q4 | REDUCED | 6,191 | -1,316 | -17.5% | 0.03% | $954K | $153.08 |
As of 2025 Q4 — sorted by position size