FEM — FIRST TR EXCH TRD ALPHA FD I

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 EXCH TRD ALPHA FD I (FEM). 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
0.07% (2021 Q2)
Avg. % of fund
0.04%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,262 -16,600 -66.8% 0.01% $224K $26.89
2023 Q1 REDUCED 24,862 -696 -2.7% 0.02% $527K $18.85
2022 Q4 REDUCED 25,558 -39,402 -60.7% 0.02% $537K $18.66
2022 Q3 ADDED 64,960 +16,236 +33.3% 0.05% $1.2M $16.25
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FEM price (monthly, adj. close)

Other funds also holding FEM

As of 2025 Q4 — sorted by position size

Midwest Financial Group LLC 0.83% Van Diest Capital, LLC 0.34% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.29% IAMS WEALTH MANAGEMENT, LLC 0.24% Gateway Wealth Partners, LLC 3Y 0.16% Trueblood Wealth Management, LLC 0.15% Pinnacle Family Advisors, LLC 3Y 7Y 0.12% Richmond Investment Services, LLC 0.1% Coppell Advisory Solutions LLC 3Y 0.1% Element Wealth, LLC 3Y 0.1%
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