First Trust Global Wind Energy ETF | Fossil fuel investments

Exchange-traded fund

First Trust Global Wind Energy ETF

TickerFAN

Fund manager

Investments in major fossil fuel companies

Enel SpA

Top 30 coal-fired power

$6.29 MILLION

Top 200 carbon reserves

Top 30 coal-fired power

$5.75 MILLION

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$5.75M

invested

2.03%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$24.65M

invested

8.72%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$18.1M

invested

6.4%

of portfolio

Utility sector

Top 30 coal-fired utilities

Macroclimate 30

holdings

$12.04M

invested

4.26%

of portfolio

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

holdings

$54.71M

invested

19%

of portfolio

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

9 holdings

1. China Longyuan Power Group Corp Ltd Class H
$13.04M
4.61%
2. Engie SA
$6.3M
2.23%
3. Enel SpA
$6.29M
2.22%
4. Endesa SA
$6.09M
2.15%
5. NextEra Energy Inc
$6.05M
2.14%

See all

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Business as usual is fueling climate destruction.

First Trust Global Wind Energy ETF $FAN is 19% invested in fossil fuel stocks, with $54.71 MILLION invested across 9 equity holdings

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

First Trust Global Wind Energy ETF FAN

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on FAN at Morningstar.com

Current fund

FAN

First Trust Global Wind Energy ETF

Family

First Trust

Category

Miscellaneous Sector

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

2.86% more in annualized returns

More invested in fossil fuels

9.84% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

15 points lower

More invested in Clean200

22% more invested

Current fund

FAN

First Trust Global Wind Energy ETF

Family

First Trust

Category

Miscellaneous Sector

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

2.86% more in annualized returns

More invested in fossil fuels

9.84% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

15 points lower

More invested in Clean200

22% more invested

Current fund

FAN

First Trust Global Wind Energy ETF

Family

First Trust

Category

Miscellaneous Sector

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

2.86% more in annualized returns

More invested in fossil fuels

9.84% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

15 points lower

More invested in Clean200

22% more invested

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
FAN - First Trust Global Wind Energy ETF

0.92%

14%

7.12%

11%

19%

Benchmark

2.61%

12%

7.15%

8.1%

9.5%

Fund compared to benchmark

-1.69%

1.9%

-0.03%

2.86%

9.84% higher

Find more financial data on FAN at Morningstar.com

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Fossil fuel companiesare fueling the climate crisis.

Environment

Social

Disclaimer: As You Sow is not an investment adviser