Sigma Planning Corp
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Sigma Planning Corp’s Fidelity US Multifactor ETF FLRG Stock Holding History

Sigma Planning Corp’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,345
Closed -$859K – 1332
2025
Q3 		$859K Sell
22,345
-1,329
-6% -$49.1K 0.02% 588
2025
Q2 		$851K Sell
23,674
-1,277
-5% -$43.1K 0.03% 553
2025
Q1 		$827K Sell
24,951
-983
-4% -$33.8K 0.03% 546
2024
Q4 		$877K Buy
+25,934
New +$898K 0.03% 537

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Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sigma Planning Corp's FLRG Position: Q4 2025 in Review

Sigma Planning Corp sold out of Fidelity US Multifactor ETF (FLRG) in Q4 2025, closing a stake of 22,345 shares — an estimated $859K sold.

Sigma Planning Corp first reported a position in FLRG in Q4 2024 and held it in 4 quarters. The position peaked at $877K in Q4 2024. 46 funds tracked by Wall St. Rank hold FLRG as of Q4 2025.

  • Sigma Planning Corp reported no remaining Fidelity US Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 22,345 Fidelity US Multifactor ETF shares in Q4 2025, an estimated $859K.
  • Sigma Planning Corp first reported a position in Fidelity US Multifactor ETF in Q4 2024 and held it in 4 quarters.
  • Sigma Planning Corp's Fidelity US Multifactor ETF position peaked at $877K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.