First Trust Global Wind Energy ETF

Shareclass
First Trust Global Wind Energy ETF (FAN)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
65.6
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 300 out of 870 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
24/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Enel SpA
    2.03% of assets
    $3.63M invested
  • 2. Iberdrola SA
    2.13% of assets
    $3.81M invested
  • 3. Engie SA
    1.93% of assets
    $3.46M invested
  • 4. Innergex Renewable Energy Inc
    1.77% of assets
    $3.16M invested
  • 5. Orsted AS
    8.26% of assets
    $14.78M invested
  • 6. Prysmian SpA
    2.05% of assets
    $3.66M invested
  • 7. Siemens Energy AG Ordinary Shares
    2.9% of assets
    $5.18M invested
  • 8. Acciona SA
    1.5% of assets
    $2.68M invested
  • 9. Alliant Energy Corp
    2.09% of assets
    $3.75M invested
  • 10. ERG SpA
    2.07% of assets
    $3.7M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Bonheur ASA
    0.75% of assets
    $1.33M invested
  • 2. The Timken Co
    2% of assets
    $3.57M invested
  • 3. Arcosa Inc
    1.86% of assets
    $3.32M invested
  • 4. Hexcel Corp
    1.89% of assets
    $3.37M invested
  • 5. Toray Industries Inc
    2.15% of assets
    $3.84M invested
  • 6. Hitachi Ltd
    2.08% of assets
    $3.73M invested
  • 7. Enlight Renewable Energy Ltd
    0.43% of assets
    $762,728 invested
  • 8. ReNew Energy Global PLC Ordinary Shares - Class A
    0.82% of assets
    $1.48M invested
  • 9. Clearway Energy Inc Class C
    0.97% of assets
    $1.73M invested
  • 10. NextEra Energy Inc
    2% of assets
    $3.58M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on FAN at Morningstar.com
Gender Equality and Returns
Returns chart for First Trust Global Wind Energy ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
FAN - First Trust Global Wind Energy ETF
24%
-7.09%
6.11%
6.92%
52  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
55  / 100 points
Fund compared to benchmark
 
-8.17%
-12.62%
-4.98%
-2.27%
3  / 100 points lower
Find more financial data on FAN at Morningstar.com
What's next?
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