Global Retirement Partners
FSGS icon

Global Retirement Partners’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Global Retirement Partners’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Buy
+3,238
New +$100K ﹤0.01% 2051
2025
Q4 		$98.5K Hold
3,238
– – ﹤0.01% 1931
2025
Q3 		$101K Sell
3,238
-375
-10% -$11.6K ﹤0.01% 1508
2025
Q2 		$107K Buy
+3,613
New +$102K ﹤0.01% 1397
2024
Q4 		$107K Buy
3,613
+2
+0.1% +$61 ﹤0.01% 1234
2024
Q3 		$109K Buy
3,611
+1
+0% +$29 ﹤0.01% 1199
2024
Q2 		$100K Buy
3,610
+1
+0% +$28 ﹤0.01% 1207
2024
Q1 		$104K Sell
3,609
-335
-8% -$9.4K ﹤0.01% 1065
2023
Q4 		$108K Sell
3,944
-174
-4% -$4.54K ﹤0.01% 999
2023
Q3 		$102K Buy
4,118
+1
+0% +$27 0.01% 920
2023
Q2 		$111K Buy
4,117
+151
+4% +$3.93K 0.01% 902
2023
Q1 		$100K Buy
3,966
+425
+12% +$11.6K 0.01% 914
2022
Q4 		$89.8K Sell
3,541
-818
-19% -$21K 0.01% 847
2022
Q3 		$113K Buy
4,359
+3,215
+281% +$84.4K 0.01% 739
2022
Q2 		$29K Buy
1,144
+78
+7% +$2.11K ﹤0.01% 1212
2022
Q1 		$28K Buy
1,066
+261
+32% +$7.49K ﹤0.01% 1228
2021
Q4 		$24K Hold
805
– – 0.02% 115
2021
Q3 		$23K Sell
805
-198
-20% -$5.67K ﹤0.01% 1165
2021
Q2 		$29K Buy
1,003
+3
+0.3% +$88 ﹤0.01% 1074
2021
Q1 		$28K Buy
+1,000
New +$26.9K ﹤0.01% 1001
2019
Q3 		– Sell
-500
Closed -$10K – 1701
2019
Q2 		$10K Buy
+500
New +$10.4K ﹤0.01% 1122

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Cord True Wealth Management
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's FSGS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust SMID Growth Strength ETF (FSGS) in Q2 2026: 3,238 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FSGS as recently as Q4 2025.

Global Retirement Partners first reported a position in FSGS in Q2 2019 and has held it in 21 quarters since. The position peaked at $113K in Q3 2022. 12 funds tracked by Wall St. Rank hold FSGS as of Q2 2026.

  • Global Retirement Partners held 3,238 shares of First Trust SMID Growth Strength ETF worth $102K as of Q2 2026.
  • First Trust SMID Growth Strength ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust SMID Growth Strength ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2051 holding.
  • Global Retirement Partners first reported a position in First Trust SMID Growth Strength ETF in Q2 2019 and has held it in 21 quarters since.
  • Global Retirement Partners's First Trust SMID Growth Strength ETF position peaked at $113K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.