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Upturn AI SWOT - About
First Trust Global Wind Energy ETF (FAN)
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Upturn Advisory Summary
10/15/2025: FAN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 8.93% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 |
Upturn AI SWOT
First Trust Global Wind Energy ETF
ETF Overview
Overview
The First Trust Global Wind Energy ETF (FAN) seeks to track the performance of the ISE Clean Edge Global Wind Energy Index, providing exposure to companies involved in the wind energy industry worldwide. It aims to capture the global wind energy market, focusing on companies that manufacture, develop, and operate wind energy facilities and equipment.
Reputation and Reliability
First Trust is a well-established ETF provider known for its thematic and strategic beta ETFs.
Management Expertise
First Trust has a dedicated team experienced in managing sector-specific ETFs and thematic investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of global companies in the wind energy industry.
Investment Approach and Strategy
Strategy: Tracks the ISE Clean Edge Global Wind Energy Index.
Composition Primarily holds stocks of companies involved in various aspects of the wind energy sector.
Market Position
Market Share: FAN holds a moderate market share within the renewable energy ETF landscape, specifically focusing on wind energy.
Total Net Assets (AUM): 103680000
Competitors
Key Competitors
- Invesco WilderHill Clean Energy ETF (PBW)
- iShares Global Clean Energy ETF (ICLN)
- ALPS Clean Energy ETF (ACES)
Competitive Landscape
The renewable energy ETF market is competitive, with ICLN holding a dominant position. FAN's advantage lies in its focus on wind energy, while ICLN and PBW are broader clean energy ETFs. ACES focuses on US clean energy companies.
Financial Performance
Historical Performance: Past performance is not indicative of future results and is subject to market conditions and risks, historical financial performance data should be sourced directly from fund provider.
Benchmark Comparison: The ETF's performance is expected to closely correlate with the ISE Clean Edge Global Wind Energy Index. Comparison to the underlying index should be sourced directly from fund provider.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
FAN's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Government policies, technological advancements in wind energy, and global energy demand significantly influence FAN's performance.
Growth Trajectory
FAN's growth is tied to the expansion of the global wind energy market and increasing investments in renewable energy infrastructure. The fund's strategy and holdings would only change to reflect changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
FANu2019s competitive advantage lies in its specific focus on wind energy, a rapidly growing sector within renewable energy. This specialization allows it to offer targeted exposure to investors bullish on wind power. First Trust's reputation as an ETF provider adds credibility. However, it faces competition from broader clean energy ETFs with greater diversification, but FAN is purely wind based.
Risk Analysis
Volatility
FAN's volatility is expected to be higher than the broader market due to its sector-specific focus.
Market Risk
FAN is subject to risks associated with the wind energy sector, including regulatory changes, technological disruptions, and fluctuations in energy prices.
Investor Profile
Ideal Investor Profile
FAN is suitable for investors seeking targeted exposure to the wind energy sector and willing to accept higher volatility for potentially higher returns.
Market Risk
FAN is best for long-term investors with a strong conviction in the growth of the wind energy industry. It can be used by active traders but requires careful monitoring due to sectoral volatility.
Summary
First Trust Global Wind Energy ETF (FAN) offers focused exposure to the global wind energy sector, tracking the ISE Clean Edge Global Wind Energy Index. Managed by First Trust, it's suitable for investors bullish on wind power and willing to accept sector-specific risks. Its competitive advantage lies in its specialization, but faces competition from broader clean energy ETFs. The fund's performance is dependent on the growth of the wind energy market and related technological advancements and policy implementation. Investors should consider its volatility and market risk before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.