First Trust NASDAQ® Clean Edge® Green Energy Index Fund

Shareclass
First Trust NASDAQ® Cln Edge® GrnEngyETF (QCLN)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
16
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 734 out of 873 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
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
0/10
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. Albemarle Corp
    4.77% of assets
    $29.16M invested
  • 2. First Solar Inc
    6.75% of assets
    $41.29M invested
  • 3. Sunrun Inc
    1.35% of assets
    $8.24M invested
  • 4. Rivian Automotive Inc Class A
    6.05% of assets
    $36.99M invested
  • 5. Acuity Brands Inc
    5.01% of assets
    $30.64M invested
  • 6. Universal Display Corp
    3.32% of assets
    $20.28M invested
  • 7. Polestar Automotive Holding UK PLC ADR Class A
    0.49% of assets
    $3.02M invested
  • 8. Tesla Inc
    12% of assets
    $75.79M invested
  • 9. Ameresco Inc Class A
    0.51% of assets
    $3.13M invested
  • 10. Array Technologies Inc Ordinary Shares
    0.56% of assets
    $3.39M 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. Vicor Corp
    0.93% of assets
    $5.67M invested
  • 2. ChargePoint Holdings Inc Ordinary Shares - Class A
    0.26% of assets
    $1.59M invested
  • 3. Lucid Group Inc Shs
    2.76% of assets
    $16.88M invested
  • 4. Plug Power Inc
    0.98% of assets
    $5.98M invested
  • 5. Allegro Microsystems Inc Ordinary Shares
    2.18% of assets
    $13.3M invested
  • 6. Power Integrations Inc
    1.92% of assets
    $11.75M invested
  • 7. Advanced Energy Industries Inc
    2.25% of assets
    $13.78M invested
  • 8. EnerSys
    2.02% of assets
    $12.37M invested
  • 9. Itron Inc
    2.8% of assets
    $17.12M invested
  • 10. MP Materials Corp Ordinary Shares - Class A
    1.8% of assets
    $11M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on QCLN at Morningstar.com
Gender Equality and Returns
Returns chart for First Trust NASDAQ® Clean Edge® Green Energy Index Fund
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
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: 11/30/24
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 
1.49% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
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: 11/30/24
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 
1.49% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
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: 11/30/24
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 
1.49% less  in annualized returns
Lower overall gender equality score 
9 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
QCLN - First Trust NASDAQ® Clean Edge® Green Energy Index Fund
-2%
-22.31%
9.72%
7.92%
46  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
55  / 100 points
Fund compared to benchmark
 
-28.29%
-30.07%
-1.7%
-1.49%
9  / 100 points lower
Find more financial data on QCLN at Morningstar.com
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