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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Global Retirement Partners increased its First Trust Global Wind Energy ETF (FAN) stake by 0.17% in Q4 2025, buying an estimated $101 and bringing the position to 3,020 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Global Retirement Partners first reported a position in FAN in Q1 2019 and has held it in 26 quarters since. 107 funds tracked by Wall St. Rank hold FAN as of Q4 2025.

  • Global Retirement Partners held 3,020 shares of First Trust Global Wind Energy ETF worth $61.8K as of Q4 2025.
  • Global Retirement Partners bought 5 First Trust Global Wind Energy ETF shares in Q4 2025, an estimated $101.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2229 holding.
  • Global Retirement Partners first reported a position in First Trust Global Wind Energy ETF in Q1 2019 and has held it in 26 quarters since.
  • 107 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2025.

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