Fossil fuel companiesare fueling the climate crisis.


First Trust Global Wind Energy ETF

Shareclass
First Trust Global Wind Energy ETF (FAN)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 20.27% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Enel SpA
Macroclimate 30Top 30 coal-fired power
$3.71 MILLION
RWE AG Class A
Carbon Underground 200Top 200 carbon reservesMacroclimate 30Top 30 coal-fired power
$3.19 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$3.19M
invested
1.69%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$6.94M
invested
3.68%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
6
holdings
$23.7M
invested
13%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
2
holdings
$6.91M
invested
3.66%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
8
holdings
$28.61M
invested
15%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
10 holdings
10 holdings
  • 1. China Longyuan Power Group Corp Ltd Class H
    Fossil-fired utility
    $7.4M
    3.92%
  • 2. General Electric Co
    Oil/gas industry
    $5.4M
    2.86%
  • 3. Siemens Energy AG Ordinary Shares
    Oil/gas industry
    $4.23M
    2.24%
  • 4. Engie SA
    Oil/gas industryFossil-fired utility
    $3.91M
    2.07%
  • 5. Alliant Energy Corp
    Coal industryFossil-fired utility
    $3.75M
    1.99%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
First Trust Global Wind Energy ETF $FAN is 20% ($38.24 MILLION) invested in fossil fuel stocks
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on FAN at Morningstar.com
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.73% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
25% more invested
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.73% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
25% more invested
Current fund
FAN
First Trust Global Wind Energy ETF
Family
First Trust
Category
Miscellaneous Sector
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.73% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
21 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
25% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
FAN - First Trust Global Wind Energy ETF
-10.67%
-10.01%
5.02%
4.81%
20% 
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
6.8%
11%
8.54%
9.32% 
Fund compared to benchmark
 
-33.97%
-16.81%
-5.52%
-3.73%
11%  higher
Find more financial data on FAN at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find sustainable funds that are A-grade fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2024 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer