GRP
FSCS

Global Retirement Partners’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Global Retirement Partners’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
2025
Q4 		$29.9K Hold
835
– – ﹤0.01% 2662
2025
Q3 		$30.6K Sell
835
-145
-15% -$5.3K ﹤0.01% 2177
2025
Q2 		$35K Buy
+980
New +$34K ﹤0.01% 1969
2024
Q4 		$35.4K Sell
1,000
-342
-25% -$12.4K ﹤0.01% 1786
2024
Q3 		$47.3K Sell
1,342
-150
-10% -$5.05K ﹤0.01% 1582
2024
Q2 		$47.8K Sell
1,492
-567
-28% -$18.2K ﹤0.01% 1558
2024
Q1 		$68.2K Hold
2,059
– – ﹤0.01% 1255
2023
Q4 		$62.5K Sell
2,059
-48
-2% -$1.36K ﹤0.01% 1263
2023
Q3 		$56.7K Hold
2,107
– – ﹤0.01% 1212
2023
Q2 		$60.6K Buy
2,107
+557
+36% +$15.3K ﹤0.01% 1184
2023
Q1 		$41.6K Buy
1,550
+100
+7% +$2.83K ﹤0.01% 1321
2022
Q4 		$39.3K Hold
1,450
– – ﹤0.01% 1200
2022
Q3 		$39K Buy
1,450
+975
+205% +$26.1K ﹤0.01% 1121
2022
Q2 		$12K Hold
475
– – ﹤0.01% 1570
2022
Q1 		$13K Buy
+475
New +$13.9K ﹤0.01% 1533
2019
Q3 		– Sell
-500
Closed -$11K – 1700
2019
Q2 		$11K Buy
+500
New +$10.9K ﹤0.01% 1090

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Global Retirement Partners's FSCS Position: Q4 2025 in Review

Global Retirement Partners held its First Trust SMID Capital Strength ETF (FSCS) position steady in Q4 2025 at 835 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Global Retirement Partners first reported a position in FSCS in Q2 2019 and has held it in 16 quarters since. The position peaked at $68.2K in Q1 2024. 29 funds tracked by Wall St. Rank hold FSCS as of Q4 2025.

  • Global Retirement Partners held 835 shares of First Trust SMID Capital Strength ETF worth $29.9K as of Q4 2025.
  • Global Retirement Partners left its First Trust SMID Capital Strength ETF share count unchanged in Q4 2025.
  • First Trust SMID Capital Strength ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2662 holding.
  • Global Retirement Partners first reported a position in First Trust SMID Capital Strength ETF in Q2 2019 and has held it in 16 quarters since.
  • Global Retirement Partners's First Trust SMID Capital Strength ETF position peaked at $68.2K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held First Trust SMID Capital Strength ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.