Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.59% 182.66M 36126.83
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.77% 25.00% -60.38M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield of an equity index called the ISE Clean Edge Global Wind Energy TM Index. 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.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Utilities Sector Equity
YCharts Categorization Utilities Equity
YCharts Benchmark S&P 500 Utilities (Sector) Total Return (^SPXUSTR)
Prospectus Objective Specialty - Natural Resources
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
ISE Clean Edge Global Wind Energy TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Daniel Lindquist 15.80 yrs
David McGarel 15.80 yrs
Jon Erickson 15.80 yrs
Roger Testin 15.80 yrs
Stan Ueland 15.80 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
16.31%
-11.37%
31.18%
61.18%
-11.65%
-13.11%
-3.20%
-7.67%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
5.33%
22.67%
-10.17%
38.86%
118.4%
-2.74%
-29.91%
1.43%
-15.71%
8.26%
4.92%
0.42%
3.53%
13.64%
2.30%
36.61%
7.00%
-18.19%
-42.46%
1.82%
-42.95%
15.99%
65.74%
4.45%
5.13%
--
--
--
--
--
-22.87%
-22.22%
-15.20%
As of April 23, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.12% Upgrade Upgrade
Stock 99.88% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield of an equity index called the ISE Clean Edge Global Wind Energy TM Index. 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.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Utilities Sector Equity
YCharts Categorization Utilities Equity
YCharts Benchmark S&P 500 Utilities (Sector) Total Return (^SPXUSTR)
Prospectus Objective Specialty - Natural Resources
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
ISE Clean Edge Global Wind Energy TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Daniel Lindquist 15.80 yrs
David McGarel 15.80 yrs
Jon Erickson 15.80 yrs
Roger Testin 15.80 yrs
Stan Ueland 15.80 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 yrs

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