Exchange-traded fund
First Trust Global Wind Energy ETF
TickerFANsocially responsible
Fund manager
First Trust

Fossil fuel companiesare fueling the climate crisis.

Fossil fuel exposure of 22.41% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Duke Energy Corp
Macroclimate 30Top 30 coal-fired power
$7.05 MILLION
RWE AG
Carbon Underground 200Top 200 carbon reservesMacroclimate 30Top 30 coal-fired power
$5.43 MILLION
Enel SpA
Macroclimate 30Top 30 coal-fired power
$4.2 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$5.43M
invested
1.83%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$12.35M
invested
4.17%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
5
holdings
$26.83M
invested
9.07%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
3
holdings
$16.68M
invested
5.64%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
12
holdings
$61.22M
invested
21%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
13 holdings
13 holdings
  • 1. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $7.2M
    2.43%
  • 2. Duke Energy Corp
    Macroclimate 30Fossil-fired utility
    $7.05M
    2.38%
  • 3. Alliant Energy Corp
    Coal industryFossil-fired utility
    $6.92M
    2.34%
  • 4. EDP - Energias de Portugal SA
    Fossil-fired utility
    $6.45M
    2.18%
  • 5. SSE PLC
    Fossil-fired utility
    $5.55M
    1.88%
See all
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Business as usual is fueling climate destruction.
First Trust Global Wind Energy ETF $FAN is 22% invested in fossil fuel stocks, with $66.31 MILLION invested across 13 equity holdings
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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: 8/31/22
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:
Higher
 10-yr returns 
4.49% more in annualized returns
More invested in fossil fuels 
12% more invested
Higher carbon footprint 
558 tonnes CO2e/$1M USD higher
More invested in Clean200 
45% 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: 8/31/22
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:
Higher
 10-yr returns 
4.49% more in annualized returns
More invested in fossil fuels 
12% more invested
Higher carbon footprint 
558 tonnes CO2e/$1M USD higher
More invested in Clean200 
45% 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: 8/31/22
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:
Higher
 10-yr returns 
4.49% more in annualized returns
More invested in fossil fuels 
12% more invested
Higher carbon footprint 
558 tonnes CO2e/$1M USD higher
More invested in Clean200 
45% 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
-17.31%
13%
8.22%
13%
22% 
Benchmark
ACWI - iShares MSCI ACWI ETF
-15.95%
7.97%
7.07%
8.85%
9.94% 
Fund compared to benchmark
 
-1.36%
5.45%
1.15%
4.49%
12%  higher
Find more financial data on FAN at Morningstar.com
What's next?
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