Sigma Planning Corp’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Sigma Planning Corp’s Portfolio FSCS Stock Details FSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,043	Closed	-$306K	–	1122
2019 Q4	$306K	Buy	13,043 +3,337	+34%	+$76K	0.01%	791
2019 Q3	$216K	Sell	9,706 -3,135	-24%	-$68.6K	0.01%	894
2019 Q2	$284K	Buy	+12,841	New	+$279K	0.01%	754

Other funds holding FSCS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Sigma Planning Corp's FSCS Position: Q1 2020 in Review

Sigma Planning Corp sold out of First Trust SMID Capital Strength ETF (FSCS) in Q1 2020, closing a stake of 13,043 shares — an estimated $306K sold.

Sigma Planning Corp first reported a position in FSCS in Q2 2019 and held it in 3 quarters. The position peaked at $306K in Q4 2019. 12 funds tracked by Wall St. Rank hold FSCS as of Q1 2020.

Sigma Planning Corp reported no remaining First Trust SMID Capital Strength ETF position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 13,043 First Trust SMID Capital Strength ETF shares in Q1 2020, an estimated $306K.
Sigma Planning Corp first reported a position in First Trust SMID Capital Strength ETF in Q2 2019 and held it in 3 quarters.
Sigma Planning Corp's First Trust SMID Capital Strength ETF position peaked at $306K in Q4 2019.
12 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.