Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
First Trust Global Wind Energy ETF (FAN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: FAN (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.22% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
First Trust Global Wind Energy ETF (FAN) seeks investment results that correspond generally to the price and yield, before fees and expenses, of the ISE Clean Edge Global Wind Energy Index. It focuses on global companies involved in the wind energy industry.
Reputation and Reliability
First Trust is a well-established ETF provider known for its thematic and sector-specific ETFs.
Management Expertise
First Trust has a dedicated team with experience in managing various sector-focused ETFs.
Investment Objective
Goal
To track the investment results of an index composed of global companies engaged in the wind energy industry.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the ISE Clean Edge Global Wind Energy Index.
Composition Primarily holds stocks of companies involved in wind energy activities, including manufacturers, developers, and utilities.
Market Position
Market Share: FAN holds a significant, yet not dominant, market share within the wind energy ETF space.
Total Net Assets (AUM): 166970000
Competitors
Key Competitors
- ICLN
- TAN
Competitive Landscape
The clean energy ETF market is competitive. FAN offers a focused approach on wind energy, which can be an advantage during periods of wind sector outperformance. However, broad clean energy ETFs like ICLN may offer greater diversification. TAN's focus is on Solar, and FAN's focus is on Wind.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. Specific values need to be retrieved from live market data.
Benchmark Comparison: Comparison to the ISE Clean Edge Global Wind Energy Index can be retrieved from financial data providers. Specific values need to be retrieved from live market data.
Expense Ratio: 0.0584
Liquidity
Average Trading Volume
The ETF has reasonable average trading volume, supporting relatively easy trading.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Government policies, renewable energy mandates, technological advancements, and global energy demand impact FAN.
Growth Trajectory
The ETF's growth is tied to the global adoption of wind energy and investments in renewable infrastructure. Expansion can vary depending on market demand.
Moat and Competitive Advantages
Competitive Edge
FAN's specific focus on wind energy allows investors to target this sub-sector of clean energy. This concentration can lead to higher returns when the wind energy sector outperforms. The ETF provides exposure to companies across the wind energy supply chain. First Trust's reputation and track record as an ETF issuer add to its appeal.
Risk Analysis
Volatility
FAN's volatility is influenced by the performance of wind energy companies and the broader renewable energy market.
Market Risk
The ETF is subject to market risk, sector-specific risk (wind energy), and regulatory risks associated with the renewable energy industry. The concentration in a single sector increases its relative risk.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the global wind energy sector, who believe in long-term growth potential, and have a higher risk tolerance.
Market Risk
Suitable for long-term investors with a focus on renewable energy, but less so for risk-averse investors seeking broad diversification.
Summary
First Trust Global Wind Energy ETF offers focused exposure to the global wind energy sector, tracking the ISE Clean Edge Global Wind Energy Index. It can be a valuable tool for investors seeking targeted renewable energy investments. The ETF is exposed to sector-specific risks and is influenced by global renewable energy policies. Investors should consider their risk tolerance and investment goals. First Trust's reputation as a provider and the focused strategy are strengths.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Market data can fluctuate and change rapidly.
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.