Exchange-traded fund
First Trust Global Wind Energy ETF
Fund manager
First Trust
Ticker FANsocially responsible
Fund investment profile
Shareclass ticker
FAN
Data as of
Sep 30, 2021
Shareclass name
First Trust Global Wind Energy ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$385.12 MILLION
Fund family
Fund category
Miscellaneous Sector
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
Yes
Socially responsible fund
Yes
Fossil fuel totals
Fossil fuel grade
F
Total fossil fuel stock holdings
13
Total % invested in fossil fuel stocks
27%
Total assets invested in fossil fuel stocks
$102.31 MILLION
Clean200 totals
Total Clean200 stock holdings
12
Total % invested in Clean200 stocks
45%
Total assets invested in Clean200 stocks
$172.33 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
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
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 
0.64% more in annualized returns
More invested in fossil fuels 
19% more invested
Higher carbon footprint 
616 tonnes CO2e/$1M USD higher
More invested in Clean200 
30% 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
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
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 
0.64% more in annualized returns
More invested in fossil fuels 
19% more invested
Higher carbon footprint 
616 tonnes CO2e/$1M USD higher
More invested in Clean200 
30% 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
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
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 
0.64% more in annualized returns
More invested in fossil fuels 
19% more invested
Higher carbon footprint 
616 tonnes CO2e/$1M USD higher
More invested in Clean200 
30% 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
23%
27%
14%
12%
27% 
Benchmark
ACWI - iShares MSCI ACWI ETF
37%
18%
15%
12%
7.29% 
Fund compared to benchmark
 
-13.85%
9.74%
-0.55%
0.64%
19%  higher
Find more financial data on FAN at Morningstar.com
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