First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

Shareclass

First Trust NASDAQ® Cln Edge®StGidIfsETF (GRID)

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

91.5

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 75 out of 867 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. National Grid PLC
8.81% of assets
$176.74M invested
2. Iberdrola SA
0.62% of assets
$12.37M invested
3. Enel SpA
0.41% of assets
$8.2M invested
4. Redeia Corporacion SA
1.75% of assets
$35.03M invested
5. Schneider Electric SE
7.86% of assets
$157.82M invested
6. SSE PLC
0.15% of assets
$2.93M invested
7. EDP SA
0.05% of assets
$1.08M invested
8. Engie SA
0.23% of assets
$4.65M invested
9. Legrand SA
0.2% of assets
$3.92M invested
10. Terna SpA
2.72% of assets
$54.69M 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. MasTec Inc
0.05% of assets
$932,630 invested
2. ESCO Technologies Inc
0.02% of assets
$494,227 invested
3. Stella-Jones Inc
0.01% of assets
$273,852 invested
4. Advanced Energy Industries Inc
0.59% of assets
$11.91M invested
5. Arcosa Inc
0.02% of assets
$452,772 invested
6. NGK Insulators Ltd
0.02% of assets
$405,669 invested
7. Valmont Industries Inc
0.04% of assets
$736,540 invested
8. Atkore Inc
0.38% of assets
$7.72M invested
9. GS Yuasa Corp
0.01% of assets
$224,878 invested
10. MYR Group Inc
0.33% of assets
$6.67M invested

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Financial performance

Performance data provided by

Find more financial data on GRID at Morningstar.com

Gender Equality and Returns

Returns chart for First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure 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

GRID

First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

Family

First Trust

Category

Infrastructure

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: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.48% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GRID

First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

Family

First Trust

Category

Infrastructure

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: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.48% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GRID

First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

Family

First Trust

Category

Infrastructure

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: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.48% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GRID - First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

0.08%

7.68%

23%

13%

56 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

-7.35%

0.51%

7.45%

4.48%

1 / 100 points higher

Find more financial data on GRID at Morningstar.com

What's next?

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