Sigma Planning Corp First Tr Exch Trd Fd Viii Firs Transaction History

Sigma Planning Corp

$3.32 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	SELL	$21.14 - $21.92 $2,473 - $2,564	-117 Reduced 0.48%	24,508 $523,000
Q1 2023 May 05, 2023	SELL	$21.0 - $22.1 $1,617 - $1,701	-77 Reduced 0.31%	24,625 $534,000
Q4 2022 Jan 24, 2023	SELL	$20.43 - $21.75 $109,790 - $116,884	-5,374 Reduced 17.87%	24,702 $0
Q3 2022 Nov 10, 2022	SELL	$21.26 - $23.46 $11,714 - $12,926	-551 Reduced 1.8%	30,076 $646,000
Q2 2022 Aug 11, 2022	BUY	$22.27 - $24.14 $682,063 - $739,335	30,627 New	30,627 $696,000

Q1 2022 Apr 20, 2022	SELL	$24.06 - $25.68 $219,138 - $233,893	-9,108 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$25.65 - $25.96 $233,620 - $236,443	9,108 New	9,108 $234,000

Others Institutions Holding DEED

# of Institutions

45

Shares Held

3M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

1.08M
Shares

$23.3 Million
1.56% of portfolio
Guided Capital Wealth Management, LLC Houston, TX

335K
Shares

$7.22 Million
6.13% of portfolio
New Edge Advisors, LLC New Orleans, LA

239K
Shares

$5.15 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

165K
Shares

$3.56 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.2 Million
0.0% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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