FCG — FIRST TR NASDAQ-100 TECH IND

Ownership history in Sigma Planning Corp  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR NASDAQ-100 TECH IND (FCG). 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.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 25,344 +2,117 +9.1% 0.02% $595K $23.33
2025 Q2 ADDED 23,227 +9,508 +69.3% 0.02% $537K $22.79
2021 Q3 REDUCED 13,719 -2,677 -16.3% 0.01% $231K $14.80
2021 Q2 REDUCED 16,396 -14,684 -47.2% 0.01% $269K $14.35
2020 Q4 REDUCED 31,080 -7,139 -18.7% 0.01% $274K $7.67
2020 Q3 ADDED 38,219 +25,877 +209.7% 0.01% $232K $5.20
2020 Q2 INITIATED 12,342 — — 0.00% $92K $6.33
% of Fund (quarterly)    FCG price (monthly, adj. close)

Other funds also holding FCG

As of 2025 Q4 — sorted by position size

Lake Hills Wealth Management, LLC 3Y 2.92% Financial Sense Advisors, Inc. 3Y 7Y 2.08% PCG Wealth Advisors, LLC 3Y 1.79% Riggs Asset Managment Co. Inc. 3Y 7Y 0.88% CORRADO ADVISORS, LLC 3Y 7Y 0.62% Davis Investment Partners, LLC 3Y 0.53% MGB Wealth Management, LLC 0.4% GENDELL JEFFREY L 3Y 7Y 0.38% INTEGRITY WEALTH ADVISORS, INC. 0.3% Skylands Capital, LLC 3Y 7Y 0.26%
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