First Trust NASDAQ® Clean Edge® Green Energy Index Fund

Shareclass
First Trust NASDAQ® Cln Edge® GrnEngyETF (QCLN)
Type
Exchange-traded fund
Sustainability mandate
Fund investment profile
Shareclass ticker
QCLN
Data as of
29 Feb 2024
Shareclass name
First Trust NASDAQ® Cln Edge® GrnEngyETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$851.11 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
B
Total fossil fuel stock holdings
1
Total % invested in fossil fuel stocks
0.33%
Total assets invested in fossil fuel stocks
$2.84 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
8
Total % invested in Clean200 stocks
29%
Total assets invested in Clean200 stocks
$247.18 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on QCLN at Morningstar.com
Current fund
QCLN
First Trust NASDAQ® Clean Edge® Green Energy Index Fund
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: 3/31/24
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 
-2.61% less in annualized returns
Less invested in fossil fuels 
9.25% less invested
Lower fossil finance risk score 
22 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
14% more invested
Current fund
QCLN
First Trust NASDAQ® Clean Edge® Green Energy Index Fund
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: 3/31/24
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 
-2.61% less in annualized returns
Less invested in fossil fuels 
9.25% less invested
Lower fossil finance risk score 
22 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
14% more invested
Current fund
QCLN
First Trust NASDAQ® Clean Edge® Green Energy Index Fund
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: 3/31/24
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 
-2.61% less in annualized returns
Less invested in fossil fuels 
9.25% less invested
Lower fossil finance risk score 
22 points lower
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
14% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
QCLN - First Trust NASDAQ® Clean Edge® Green Energy Index Fund
-33.2%
-20.05%
12%
6.21%
0.33% 
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
6.96%
11%
8.82%
9.59% 
Fund compared to benchmark
 
-56.33%
-27.01%
1.15%
-2.61%
9.25%  lower
Find more financial data on QCLN at Morningstar.com
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