Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
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Explore the largest stock and ETF buys and sells made by funds
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Stock index based on fund manager consensus updated each quarter
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SPC
FOVL
Sigma Planning Corp’s
iShares Focused Value Factor ETF
FOVL
Stock Holding History
Sigma Planning Corp’s Portfolio
FOVL Stock Details
FOVL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-12,046
Closed
-$867K
–
1323
2025
Q2
$867K
Buy
12,046
+4,442
+58%
+$305K
0.03%
546
2025
Q1
$530K
Buy
+7,604
New
+$544K
0.02%
713
Other funds holding FOVL
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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