GRP
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Global Retirement Partners’s First Trust Global Wind Energy ETF FAN Stock Holding History

Global Retirement Partners’s Portfolio FAN Stock Details FAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
+6,608
New +$170K ﹤0.01% 1703
2025
Q4 		$61.8K Buy
3,020
+5
+0.2% +$101 ﹤0.01% 2229
2025
Q3 		$57.9K Buy
3,015
+1,727
+134% +$32.5K ﹤0.01% 1814
2025
Q2 		$23.4K Buy
+1,288
New +$21.2K ﹤0.01% 2208
2024
Q4 		$19.2K Sell
1,297
-12
-0.9% -$194 ﹤0.01% 2109
2024
Q3 		$23.6K Sell
1,309
-50
-4% -$848 ﹤0.01% 1904
2024
Q2 		$22K Hold
1,359
– – ﹤0.01% 1937
2024
Q1 		$21K Sell
1,359
-220
-14% -$3.38K ﹤0.01% 1793
2023
Q4 		$24.5K Buy
1,579
+201
+15% +$2.94K ﹤0.01% 1660
2023
Q3 		$18.6K Sell
1,378
-286
-17% -$4.63K ﹤0.01% 1676
2023
Q2 		$29.1K Buy
1,664
+223
+15% +$3.96K ﹤0.01% 1510
2023
Q1 		$25.4K Buy
1,441
+1,155
+404% +$20.5K ﹤0.01% 1535
2022
Q4 		$4.96K Hold
286
– – ﹤0.01% 2025
2022
Q3 		$4K Sell
286
-189
-40% -$3.35K ﹤0.01% 1995
2022
Q2 		$8K Buy
475
+1
+0.2% +$18 ﹤0.01% 1720
2022
Q1 		$9K Buy
+474
New +$8.99K ﹤0.01% 1656
2021
Q4 		– Sell
-1,474
Closed -$31K – 719
2021
Q3 		$31K Hold
1,474
– – ﹤0.01% 1031
2021
Q2 		$32K Hold
1,474
– – ﹤0.01% 1025
2021
Q1 		$33K Buy
1,474
+1,350
+1,089% +$31.4K ﹤0.01% 934
2020
Q4 		$3K Hold
124
– – ﹤0.01% 1530
2020
Q3 		$2K Hold
124
– – ﹤0.01% 1475
2020
Q2 		$2K Buy
124
+55
+80% +$723 ﹤0.01% 1450
2020
Q1 		$1K Hold
69
– – ﹤0.01% 1481
2019
Q4 		$1K Hold
69
– – ﹤0.01% 1530
2019
Q3 		$1K Hold
69
– – ﹤0.01% 1508
2019
Q2 		$1K Hold
69
– – ﹤0.01% 1503
2019
Q1 		$1K Buy
+69
New +$873 ﹤0.01% 1454

Other funds holding FAN

WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
WHGC
Wealth High Governance Capital Sao Paulo, Brazil $334M AUM 165.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Global Retirement Partners opened a new position in First Trust Global Wind Energy ETF (FAN) in Q2 2026: 6,608 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FAN as recently as Q4 2025.

Global Retirement Partners first reported a position in FAN in Q1 2019 and has held it in 27 quarters since. 113 funds tracked by Wall St. Rank hold FAN as of Q2 2026.

  • Global Retirement Partners held 6,608 shares of First Trust Global Wind Energy ETF worth $165K as of Q2 2026.
  • First Trust Global Wind Energy ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1703 holding.
  • Global Retirement Partners first reported a position in First Trust Global Wind Energy ETF in Q1 2019 and has held it in 27 quarters since.
  • 113 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2026.

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