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 TRUST LOW DURATION STRATEGIC FOCUS ETF (LDSF). 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 Q4 | REDUCED | 34,522 | -40 | -0.1% | 0.02% | $661K | $19.01 |
| 2025 Q3 | REDUCED | 34,562 | -3,266 | -8.6% | 0.02% | $661K | $18.76 |
| 2025 Q2 | REDUCED | 37,828 | -1,404 | -3.6% | 0.02% | $719K | $18.43 |
| 2025 Q1 | REDUCED | 39,232 | -97 | -0.2% | 0.02% | $740K | $18.09 |
| 2024 Q4 | REDUCED | 39,329 | -373 | -0.9% | 0.02% | $738K | $17.79 |
| 2024 Q3 | REDUCED | 39,702 | -643 | -1.6% | 0.02% | $761K | $17.96 |
| 2024 Q2 | REDUCED | 40,345 | -2,916 | -6.7% | 0.02% | $754K | $17.31 |
| 2024 Q1 | ADDED | 43,261 | +17,655 | +68.9% | 0.03% | $811K | $17.18 |
| 2023 Q4 | REDUCED | 25,606 | -22,559 | -46.8% | 0.04% | $483K | $17.08 |
| 2023 Q3 | REDUCED | 48,165 | -18,021 | -27.2% | 0.03% | $883K | $16.42 |
As of 2025 Q4 — sorted by position size