Ownership history in Sigma Planning Corp Β· 5 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR EXCHNG TRADED FD VI (SFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Sigma Planning Corp underperformed the S&P 500 by β9.8% annually on this SFEB position. Timing score: 25% (1/4 decisions correct). Average cost basis: $21.30. Maximum drawdown during holding period: β5.2%.
β Significantly underperformed the S&P 500 by 9.8% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $21.29 (2024 Q3) Β· Worst: $21.51 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size