Sigma Planning Corp QCJA — FIRST TR EXCHNG TRADED FD VI

Ownership history in Sigma Planning Corp  ·  5 quarters on record

AI Ownership Summary

Sigma Planning Corp reported FIRST TR EXCHNG TRADED FD VI (QCJA) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows QCJA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QCJA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sigma Planning Corp's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QCJA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QCJA stock page Sigma Planning Corp fund profile Sigma Planning Corp full holdings
How Sigma Planning Corp held QCJA — position size vs. price
% of Fund (quarterly)    QCJA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 38,947 -12,207 -23.9% 0.02% $839K 2026-05-04 $22.88
2025 Q4 REDUCED — — — 51,154 -1,451 -2.8% 0.03% $1.1M 2026-01-30 $22.18
2025 Q3 REDUCED — — — 52,605 -2,196 -4.0% 0.03% $1.1M 2025-11-10 $21.68
2025 Q2 REDUCED — — — 54,801 -1,330 -2.4% 0.03% $1.1M 2025-08-05 $20.83
2025 Q1 INITIATED — — — 56,131 — — 0.03% $1.1M 2025-05-02 $19.50

🏢 Other funds also holding QCJA

As of 2026 Q1 — sorted by position size

Sage Capital Advisors,llc 3Y 7Y 0.53% Sequent Planning LLC 0.24% Diligent Investors, LLC 3Y 7Y 0.24% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.22% Falcon Wealth Planning 3Y 0.07% Cypress Wealth Services, LLC 3Y 7Y 0.04% DHJJ Financial Advisors, Ltd. 3Y 0.03% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.02% SILVER OAK SECURITIES, INCORPORATED 3Y 0.02% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.01%

FAQ About Sigma Planning Corp and QCJA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sigma Planning Corp reported owning QCJA?

Sigma Planning Corp reported QCJA across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported QCJA position in Sigma Planning Corp's portfolio?

The largest reported portfolio weight for QCJA was 0.03% in 2025 Q1.

What is the latest reported QCJA position on this page?

The most recent filing on this page is 2026 Q1, when Sigma Planning Corp reported 38,947 shares, equal to 0.02% of portfolio, with an estimated market value of $839K.

What does the chart on this QCJA ownership page compare?

The chart compares Sigma Planning Corp's quarterly QCJA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sigma Planning Corp time their QCJA position?

Based on 13F filing dates vs. subsequent QCJA price moves, Sigma Planning Corp correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on QCJA relative to SPY over the holding period was -8.4%.

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