Global Retirement Partners’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History

Global Retirement Partners’s Portfolio FID Stock Details FID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$15.3K	–	3255
2022 Q4	$15.3K	Hold	1,000	–	–	﹤0.01%	1596
2022 Q3	$14K	Hold	1,000	–	–	﹤0.01%	1533
2022 Q2	$16K	Buy	+1,000	New	+$17K	﹤0.01%	1441

Other funds holding FID

LSA

Lansing Street Advisors Ambler, Pennsylvania $397M AUM 18.7% 1-Year Est. Return

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

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

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's FID Position: Q1 2023 in Review

Global Retirement Partners sold out of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) in Q1 2023, closing a stake of 1,000 shares — an estimated $15.3K sold.

Global Retirement Partners first reported a position in FID in Q2 2022 and held it in 3 quarters. The position peaked at $16K in Q2 2022. 50 funds tracked by Wall St. Rank hold FID as of Q1 2023.

Global Retirement Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 1,000 First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF shares in Q1 2023, an estimated $15.3K.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in Q2 2022 and held it in 3 quarters.
Global Retirement Partners's First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF position peaked at $16K in Q2 2022.
50 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.