QCLN

First Trust NASDAQ Clean Edge Green Energy Index Fund
B

19
*Unless otherwise stated, data provided by FactSet.

QCLN Fund Description

QCLN tracks a market-cap-weighted index of US-listed firms involved in clean energy.

QCLN Factset Analytics Insight

QCLN holds a broad portfolio of US-listed firms in the clean energy industry. Eligible companies must be manufacturers, developers, distributors, or installers of one of the following four sub-sectors: advanced materials (that enable clean-energy or reduce the need for petroleum products), energy intelligence (smart grid), energy storage and conversion (hybrid batteries), or renewable electricity generation (solar, wind, geothermal, etc). Because there is subjectivity in classifying companies as “clean energy”, potential investors would be well-served by reviewing the fund’s portfolio to make sure your definition of “clean energy” matches QCLN’s. This ETF is among the least expensive and most liquid funds in its segment, making it a strong contender for investors considering the space.

QCLN MSCI ESG Analytics Insight

First Trust NASDAQ Clean Edge Green Energy Index Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.93 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust NASDAQ Clean Edge Green Energy Index Fund ranks in the 40th percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

QCLN MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

QCLN Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/19/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
QCLN 4.12% 7.24% 26.53% 11.32% 16.02% 2.61% 4.02%
QCLN (NAV) 3.46% 7.74% 27.52% 11.47% 15.90% 3.11% 4.11%
NASDAQ Clean Edge Green Energy Index 3.44% 7.71% 27.53% 11.50% 16.06% 3.08% 4.11%
Thomson Reuters Global Renewable Energy -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

QCLN Summary Data

First Trust
02/08/07
Open-Ended Fund
0.60%
$117.63M
$425.11K
0.13%

QCLN Portfolio Data

$8.01B
-208.25
2.74
0.68%
09/25/19
42

QCLN Index Data

Market Cap
Market Cap
Thomson Reuters Global Renewable Energy

QCLN Portfolio Management

0.60%
-0.10%
-0.03%
-0.23%

QCLN Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

QCLN Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

QCLN Factset Analytics Block Liquidity

As of 09/20/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of QCLN. QCLN is rated a 4 out of 5.

QCLN Tradability

19,599
$425.11K
14,427
$310.11K
0.13%
$0.03
0.06%
1.17% / -0.59%
None
100.00%
50,000
0.29
0.05%
0.17%
0
$22.41
4

QCLN Sector/Industry Breakdown


QCLN
Segment Benchmark
23.78%
--
18.59%
97.52%
11.67%
--
10.74%
--
8.78%
--
6.63%
--
5.53%
--
5.46%
--
3.62%
--
2.27%
--

QCLN Top 10 Holdings[View All]

Tesla Inc 8.90%
3.88%
51.59%

QCLN Countries


QCLN
Segment Benchmark
91.28%
35.87%
4.68%
1.49%
3.10%
1.52%
0.94%
--
--
0.35%
--
1.19%
--
38.19%
--
0.24%
--
1.87%
--
1.35%

QCLN Regions


QCLN
Segment Benchmark
95.95%
37.36%
3.10%
13.78%
0.94%
--
--
48.86%

QCLN Economic Development


QCLN
Segment Benchmark
95.95%
97.41%
4.05%
2.59%

QCLN Performance Statistics

0.37
0.64
0.47
0.65
1.19%
Thomson Reuters Global Renewable Energy

QCLN MSCI ESG Ratings

BBB
4.93 / 10
48.85
40.10
--
42.52%
125.76

QCLN Benchmark Comparison Holdings

42
32
11
18.06%

QCLN Benchmark Comparison Summary


QCLN
Segment Benchmark
42
32
$8.01B
$8.84B
-208.25
65.57
2.74
2.50
1.27%
0.88%
High
High

QCLN Benchmark Comparison Market Cap Size


QCLN
Segment Benchmark
8.62%
38.19%
61.75%
36.08%
27.66%
19.42%
1.96%
6.32%