GRP
FTXN icon

Global Retirement Partners’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Global Retirement Partners’s Portfolio FTXN Stock Details FTXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$63.2K Hold
2,262
– – ﹤0.01% 2216
2025
Q3 		$64.4K Hold
2,262
– – ﹤0.01% 1759
2025
Q2 		$61.5K Buy
+2,262
New +$60.5K ﹤0.01% 1659
2024
Q4 		$83.2K Buy
2,895
+1,504
+108% +$45.3K ﹤0.01% 1366
2024
Q3 		$40.3K Sell
1,391
-3,906
-74% -$117K ﹤0.01% 1662
2024
Q2 		$163K Sell
5,297
-289
-5% -$9.12K 0.01% 971
2024
Q1 		$180K Sell
5,586
-178
-3% -$5.17K 0.01% 832
2023
Q4 		$156K Buy
5,764
+943
+20% +$27.2K 0.01% 852
2023
Q3 		$135K Buy
4,821
+3,823
+383% +$111K 0.01% 822
2023
Q2 		$26.3K Buy
998
+59
+6% +$1.55K ﹤0.01% 1557
2023
Q1 		$23.7K Buy
939
+297
+46% +$8.19K ﹤0.01% 1561
2022
Q4 		$17.9K Buy
642
+437
+213% +$12.6K ﹤0.01% 1528
2022
Q3 		$6K Hold
205
– – ﹤0.01% 1858
2022
Q2 		$5K Buy
205
+130
+173% +$3.54K ﹤0.01% 1882
2022
Q1 		$2K Buy
+75
New +$1.76K ﹤0.01% 2181

Other funds holding FTXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Global Retirement Partners held its First Trust Nasdaq Oil & Gas ETF (FTXN) position steady in Q4 2025 at 2,262 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Global Retirement Partners first reported a position in FTXN in Q1 2022 and has held it in 15 quarters since. The position peaked at $180K in Q1 2024. 77 funds tracked by Wall St. Rank hold FTXN as of Q4 2025.

  • Global Retirement Partners held 2,262 shares of First Trust Nasdaq Oil & Gas ETF worth $63.2K as of Q4 2025.
  • Global Retirement Partners left its First Trust Nasdaq Oil & Gas ETF share count unchanged in Q4 2025.
  • First Trust Nasdaq Oil & Gas ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2216 holding.
  • Global Retirement Partners first reported a position in First Trust Nasdaq Oil & Gas ETF in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's First Trust Nasdaq Oil & Gas ETF position peaked at $180K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held First Trust Nasdaq Oil & Gas ETF as of Q4 2025.

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