Global Retirement Partners’s First Trust Dividend Strength ETF FTDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-848	Closed	-$21K	–	1648
2020 Q1	$21K	Hold	848	–	–	﹤0.01%	788
2019 Q4	$31K	Hold	848	–	–	﹤0.01%	785
2019 Q3	$28K	Hold	848	–	–	﹤0.01%	779
2019 Q2	$29K	Hold	848	–	–	0.01%	764
2019 Q1	$28K	Hold	848	–	–	0.01%	715
2018 Q4	$25K	Hold	848	–	–	0.01%	681
2018 Q3	$31K	Hold	848	–	–	0.01%	682
2018 Q2	$29K	Hold	848	–	–	0.01%	686
2018 Q1	$28K	Hold	848	–	–	0.01%	669
2017 Q4	$28K	Hold	848	–	–	0.01%	642
2017 Q3	$26K	Hold	848	–	–	0.01%	578
2017 Q2	$25K	Hold	848	–	–	0.01%	552
2017 Q1	$25K	Hold	848	–	–	0.01%	505
2016 Q4	$24K	Buy	+848	New	+$23K	0.02%	479

Other funds holding FTDS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Global Retirement Partners's FTDS Position: Q2 2020 in Review

Global Retirement Partners sold out of First Trust Dividend Strength ETF (FTDS) in Q2 2020, closing a stake of 848 shares — an estimated $21K sold.

Global Retirement Partners first reported a position in FTDS in Q4 2016 and held it in 14 quarters. The position peaked at $31K in Q4 2019. 15 funds tracked by Wall St. Rank hold FTDS as of Q2 2020.

Global Retirement Partners reported no remaining First Trust Dividend Strength ETF position as of Q2 2020 after selling out during the quarter.
Global Retirement Partners sold 848 First Trust Dividend Strength ETF shares in Q2 2020, an estimated $21K.
Global Retirement Partners first reported a position in First Trust Dividend Strength ETF in Q4 2016 and held it in 14 quarters.
Global Retirement Partners's First Trust Dividend Strength ETF position peaked at $31K in Q4 2019.
15 funds tracked by Wall St. Rank held First Trust Dividend Strength ETF as of Q2 2020.

Based on Global Retirement Partners's 13F filing for Q2 2020, filed 13 Jul 2020.