Sigma Planning »

First Tr Exchange-traded shares owned by Sigma Planning

Quarter-by-quarter ownership of First Tr Exchange-traded (SCIO) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchange-traded by Sigma Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $864k 42k 20.64

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Sigma Planning

Top funds holding First Tr Exchange-traded

Strategic Planning Group
Morgan Stanley
LPL Financial
Ferguson Shapiro
Kestra Advisory Services
First Heartland Consultants
Legacy Capital Wealth Management
Capital Investment Counsel
Royal Bank of Canada
Commonwealth Equity Services
Beaumont Financial Advisors
Delta Investment Management
Harbour Investments
Uniting Wealth Partners
Brendel Financial Advisors

View all funds holding First Tr Exchange-traded