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FAN
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First Trust Global Wind Energy ETF (FAN)

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$18.65
Last Close (24-hour delay)
Profit since last BUY16.93%
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Upturn Advisory Summary

07/10/2025: FAN (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 4.73%
Avg. Invested days 35
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

Key Highlights

Volume (30-day avg) -
Beta 1.1
52 Weeks Range 13.43 - 18.41
Updated Date 06/29/2025
52 Weeks Range 13.43 - 18.41
Updated Date 06/29/2025

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First Trust Global Wind Energy ETF

ETF Overview

overview logo Overview

The First Trust Global Wind Energy ETF (FAN) seeks to track the performance of the ISE Clean Edge Global Wind Energy Index, which focuses on companies involved in the wind energy industry. The ETF provides exposure to global companies that manufacture, develop, and operate wind turbines and related components.

reliability logo Reputation and Reliability

First Trust is a well-established ETF provider with a strong reputation for innovative and sector-specific ETFs.

reliability logo Management Expertise

First Trust has a dedicated team of investment professionals with experience in managing and analyzing sector-specific ETFs.

Investment Objective

overview logo Goal

The ETF aims to replicate the price and yield performance, before fees and expenses, of the ISE Clean Edge Global Wind Energy Index.

Investment Approach and Strategy

Strategy: The ETF seeks to track a specific index, the ISE Clean Edge Global Wind Energy Index.

Composition The ETF primarily holds stocks of companies involved in the wind energy sector.

Market Position

Market Share: Data unavailable.

Total Net Assets (AUM): 134000000

Competitors

overview logo Key Competitors

  • ICLN
  • TAN
  • QCLN

Competitive Landscape

The clean energy ETF space is highly competitive. FAN focuses specifically on wind energy, which provides a more targeted approach compared to broader clean energy ETFs, but it may be less diversified. Competitors like ICLN and TAN offer exposure to a wider range of renewable energy sources, giving them potentially broader appeal, but at the cost of diluting focus. FAN's niche focus can be an advantage if wind energy outperforms other renewable sectors.

Financial Performance

Historical Performance: Historical financial performance data unavailable in structured format.

Benchmark Comparison: Data unavailable to compare ETF to Benchmark index.

Expense Ratio: 0.0518

Liquidity

Average Trading Volume

The ETF's average trading volume is moderate, which generally allows investors to buy and sell shares without significantly impacting the price.

Bid-Ask Spread

The ETF's bid-ask spread is typically competitive, reflecting sufficient liquidity.

Market Dynamics

Market Environment Factors

Economic policies supporting renewable energy, technological advancements in wind turbine efficiency, and global efforts to reduce carbon emissions all positively influence the ETF. Interest rate increases could negatively affect the ETF, as well as unfavorable government regulations, political instability, and supply chain disruptions for materials needed to build wind turbines.

Growth Trajectory

The ETF's growth trajectory depends on the expansion of the global wind energy sector and increasing demand for renewable energy solutions. The ETF's strategy and holdings may shift over time as the wind energy landscape evolves.

Moat and Competitive Advantages

Competitive Edge

FAN offers a specialized focus on wind energy, differentiating it from broader renewable energy ETFs. This targeted approach allows investors to capitalize specifically on the growth of the wind energy sector. Furthermore, the ETF is a well-established fund, with a reasonable expense ratio, and tracks a custom index that is designed specifically for wind energy. If wind energy development outpaces other renewable energy sectors, FAN's concentration can deliver outsized returns.

Risk Analysis

Volatility

The ETF's volatility can be influenced by market sentiment towards renewable energy and fluctuations in the performance of underlying holdings.

Market Risk

The ETF is exposed to market risk associated with the performance of companies in the wind energy sector, including regulatory changes, technological disruptions, and commodity price fluctuations.

Investor Profile

Ideal Investor Profile

The ETF is suitable for investors seeking exposure to the growing wind energy sector and who believe in the long-term potential of renewable energy.

Market Risk

The ETF is suitable for long-term investors who understand the risks and opportunities associated with sector-specific investing.

Summary

The First Trust Global Wind Energy ETF offers investors a targeted approach to invest in the global wind energy sector. The ETF seeks to replicate the price and yield performance, before fees and expenses, of the ISE Clean Edge Global Wind Energy Index, which focuses on companies that develop, manufacture, and operate wind farms. FAN can be more volatile than other broad based funds. Overall the fund is a decent choice for investors interested in the wind energy sector.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • ETF.com
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data was unavailable for inclusion. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About First Trust Global Wind Energy ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index provides a benchmark for investors interested in tracking public companies throughout the world that are active in the wind energy industry. In order to be eligible for inclusion in the index, a security must be issued by a company that is actively engaged in some aspect of the wind energy industry. The fund is non-diversified.