First Trust Value Line® Dividend Index Fund
Shareclass
First Trust Value Line® Dividend ETF (FVD)
Type
Exchange-traded fund
Manager
Investments in major fossil fuel companies
Top 50 coal-fired power$38.33 MILLION
Top 200 carbon reserves$36.62 MILLION
Evergy Inc
Top 50 coal-fired power$36.34 MILLION
Top 200 carbon reserves$36.22 MILLION
Top 200 carbon reserves$36.21 MILLION
Top 200 carbon reserves$36.19 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
7
holdings
$252.45M
invested
2.95%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
17
holdings
$614.02M
invested
7.16%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
26
holdings
$938.63M
invested
11%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
4
holdings
$146.6M
invested
1.71%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
41
holdings
$1.47B
invested
17%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
51 holdings
51 holdings
- 1. American Electric Power Co Inc
$38.33M0.45% - 2. Xcel Energy Inc$37.01M0.43%
- 3. TXNM Energy Inc$36.63M0.43%
- 4. TC Energy Corp$36.62M0.43%
- 5. ALLETE Inc$36.62M0.43%
See all
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First Trust Value Line® Dividend Index Fund FVD
Environment
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Financial performance
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Find more financial data on FVD at Morningstar.comMore from Invest Your Values
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