First Trust Global Wind Energy ETF

Shareclass

First Trust Global Wind Energy ETF (FAN)

Type

Exchange-traded fund

Manager

First Trust

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

66.7

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 289 out of 865 funds

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Groups

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

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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
1.98% of assets
$3.88M invested
2. Iberdrola SA
2.05% of assets
$4.02M invested
3. Engie SA
1.84% of assets
$3.62M invested
4. Innergex Renewable Energy Inc
1.93% of assets
$3.79M invested
5. Orsted A/S
8.63% of assets
$16.95M invested
6. Prysmian SpA
1.95% of assets
$3.82M invested
7. Siemens Energy AG Ordinary Shares
2.4% of assets
$4.72M invested
8. Acciona SA
1.53% of assets
$3M invested
9. Alliant Energy Corp
1.96% of assets
$3.85M invested
10. ERG SpA
2.33% of assets
$4.59M invested

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
0.69% of assets
$1.36M invested
2. The Timken Co
1.88% of assets
$3.68M invested
3. Arcosa Inc
1.74% of assets
$3.41M invested
4. Hexcel Corp
1.84% of assets
$3.61M invested
5. Toray Industries Inc
2.14% of assets
$4.21M invested
6. Hitachi Ltd
2.02% of assets
$3.96M invested
7. Enlight Renewable Energy Ltd
0.42% of assets
$818,159 invested
8. ReNew Energy Global PLC Ordinary Shares - Class A
0.85% of assets
$1.66M invested
9. Clearway Energy Inc Class C
0.96% of assets
$1.9M invested
10. NextEra Energy Inc
1.97% of assets
$3.88M invested

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Financial performance

Performance data provided by

Find 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

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

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

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

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

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

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

Performance as of date: 9/30/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens 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%

52 / 100 points

Benchmark

32%

8.15%

12%

9.51%

55 / 100 points

Fund compared to benchmark

-5.57%

-11.34%

-3.79%

-2.3%

3 / 100 points lower

Find more financial data on FAN at Morningstar.com

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