Sigma Planning Corp XMAY β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in Sigma Planning Corp  Β·  4 quarters on record

AI Ownership Summary

Sigma Planning Corp reported FIRST TR EXCHNG TRADED FD VI (XMAY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows XMAY at 0.01% 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 XMAY 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

XMAY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

XMAY stock page Sigma Planning Corp fund profile Sigma Planning Corp full holdings
How Sigma Planning Corp held XMAY β€” position size vs. price
% of Fund (quarterly)    XMAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 12,597 -444 -3.4% 0.01% $440K 2026-05-04 $35.73
2025 Q4 REDUCED 34.9% +0.2% ❌ 13,041 -6,977 -34.9% 0.01% $455K 2026-01-30 $35.04
2025 Q3 REDUCED β€” β€” β€” 20,018 -165 -0.8% 0.02% $685K 2025-11-10 $34.49
2025 Q2 INITIATED β€” β€” β€” 20,183 β€” β€” 0.02% $672K 2025-08-05 $33.56

🏒 Other funds also holding XMAY

As of 2026 Q1 β€” sorted by position size

PFS Partners, LLC 0.06% Diligent Investors, LLC 3Y 7Y 0.06% First Heartland Consultants, Inc. 3Y 7Y 0.05% Clear Creek Financial Management, LLC 3Y 0.05% Kestra Advisory Services, LLC 3Y 0.01% DHJJ Financial Advisors, Ltd. 3Y 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Sigma Planning Corp and XMAY

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 XMAY?

Sigma Planning Corp reported XMAY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for XMAY was 0.02% in 2025 Q2.

What is the latest reported XMAY position on this page?

The most recent filing on this page is 2026 Q1, when Sigma Planning Corp reported 12,597 shares, equal to 0.01% of portfolio, with an estimated market value of $440K.

What does the chart on this XMAY ownership page compare?

The chart compares Sigma Planning Corp's quarterly XMAY 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 XMAY position?

Based on 13F filing dates vs. subsequent XMAY price moves, Sigma Planning Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XMAY relative to SPY over the holding period was -10.6%.

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