Ownership history in Sigma Planning Corp · 10 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR EXCHANGE-TRADED FD (LGOV). 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 | REDUCED | 31,864 | -27,269 | -46.1% | 0.02% | $693K | $21.37 |
| 2025 Q2 | ADDED | 59,133 | +555 | +0.9% | 0.04% | $1.3M | $20.83 |
| 2025 Q1 | REDUCED | 58,578 | -27,018 | -31.6% | 0.04% | $1.3M | $20.69 |
| 2024 Q4 | REDUCED | 85,596 | -122,077 | -58.8% | 0.06% | $1.8M | $19.86 |
| 2024 Q3 | ADDED | 207,673 | +72,090 | +53.2% | 0.14% | $4.7M | $21.13 |
| 2024 Q2 | ADDED | 135,583 | +23,428 | +20.9% | 0.09% | $2.9M | $19.65 |
| 2024 Q1 | ADDED | 112,155 | +72,366 | +181.9% | 0.08% | $2.4M | $19.78 |
| 2023 Q4 | REDUCED | 39,789 | -24,731 | -38.3% | 0.07% | $881K | $20.27 |
| 2023 Q3 | REDUCED | 64,520 | -73,097 | -53.1% | 0.05% | $1.3M | $18.37 |
| 2023 Q2 | INITIATED | 137,617 | — | — | 0.11% | $3.1M | $19.95 |
As of 2025 Q4 — sorted by position size