First Trust Global Wind Energy ETF

Shareclass
First Trust Global Wind Energy ETF (FAN)
Type
Exchange-traded fund
Sustainability mandate
Fund investment profile
Shareclass ticker
FAN
Data as of
31 Oct 2024
Shareclass name
First Trust Global Wind Energy ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$178.84 MILLION
Fund family
Fund category
Miscellaneous Sector
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
Yes
Socially responsible fund
Yes
Fossil fuels
Fossil fuel grade
F
Total fossil fuel stock holdings
10
Total % invested in fossil fuel stocks
20%
Total assets invested in fossil fuel stocks
$35.45 MILLION
Fossil fuel finance
Fossil fuel finance grade
A
Fossil fuel finance score
0
Total fossil fuel finance stock holdings
0
Total % invested in fossil fuel finance stocks
0%
Total assets invested in fossil fuel finance stocks
$0
Fossil fuel insurance
Fossil fuel insurance grade
A
Fossil fuel insurance score
0
Total fossil fuel insurance stock holdings
0
Total % invested in fossil fuel insurance stocks
0%
Total assets invested in fossil fuel insurance stocks
$0
Clean200
Total Clean200 stock holdings
11
Total % invested in Clean200 stocks
36%
Total assets invested in Clean200 stocks
$65 MILLION
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: 10/31/24
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 
-2.27% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
18 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
20% 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: 10/31/24
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 
-2.27% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
18 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
20% 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: 10/31/24
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 
-2.27% less in annualized returns
More invested in fossil fuels 
11% more invested
Lower fossil finance risk score 
18 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
20% 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
24%
-7.09%
6.11%
6.92%
20% 
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
8.96% 
Fund compared to benchmark
 
-8.17%
-12.62%
-4.98%
-2.27%
11%  higher
Find more financial data on FAN at Morningstar.com
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