First Trust Global Wind Energy ETF

Shareclass

First Trust Global Wind Energy ETF (FAN)

Type

Exchange-traded fund

Manager

First Trust

Fund investment profile

Shareclass ticker

FAN

Data as of

30 Sep 2024

Shareclass name

First Trust Global Wind Energy ETF

% of fund assets screened

100%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$196.21 MILLION

Fund family

First Trust

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

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

19%

Total assets invested in fossil fuel stocks

$36.68 MILLION

Fossil fuel finance

Fossil fuel finance grade

Fossil fuel finance score

Total fossil fuel finance stock holdings

Total % invested in fossil fuel finance stocks

Total assets invested in fossil fuel finance stocks

Fossil fuel insurance

Fossil fuel insurance grade

Fossil fuel insurance score

Total fossil fuel insurance stock holdings

Total % invested in fossil fuel insurance stocks

Total assets invested in fossil fuel insurance stocks

Clean200

Total Clean200 stock holdings

Total % invested in Clean200 stocks

38%

Total assets invested in Clean200 stocks

$74.7 MILLION

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

Search more funds

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: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-2.3% less in annualized returns

More invested in fossil fuels

9.65% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 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: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-2.3% less in annualized returns

More invested in fossil fuels

9.65% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 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: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-2.3% less in annualized returns

More invested in fossil fuels

9.65% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 points lower

More invested in Clean200

22% more invested

Month-end trailing returns

Performance as of date: 9/30/24

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

26%

-3.19%

8.4%

7.21%

19%

Benchmark

32%

8.15%

12%

9.51%

9.02%

Fund compared to benchmark

-5.57%

-11.34%

-3.79%

-2.3%

9.65% 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

Action toolkit

Recent blog posts

What to do if your bank is financing the climate crisis

Aug 27, 2024

Despite clear evidence and global consensus of the need to shift away from fossil fuels because of climate change, the fossil fuel industry continues to expand production and roll back environmental commitments. This expansion is facilitated by financing from the world’s largest banks.

The Earth has set heat records for 13 straight months - but Big Banks continue to finance fossil fuel expansion

Jul 25, 2024

If your 401(k), IRA, or mutual funds are invested in banks that finance fossil fuels, it could impact your financial returns. We've updated our Fossil Fuel Finance ratings to use the most recent data on bank financial commitments to fossil fuels.

Is Your 401(k) Invested in Bomb Makers?

Jun 18, 2024

When you think about your 401(k), you probably imagine your money working hard towards your secure and comfortable retirement. But 401(k)s have big holdings in companies that make bombs and missiles - including nuclear weapons, cluster bombs, and other arms prohibited by international treaties.

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