First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - JulyFirst Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - JulyFirst Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - July

First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - July

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪19.59 M‬USD
Fund flows (1Y)
‪17.47 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
−0.2%

About First Trust Exchange-Traded Fund VIII FT Vest U.S. Equity Max Buffer ETF - July


Issuer
AJM Ventures LLC
Brand
FT Vest
Expense ratio
0.85%
Inception date
Jul 24, 2024
Index tracked
No Underlying Index
Management style
Active
JULM uses FLEX options to match the price returns of SPDR S&P 500 ETF Trust (SPY), up to a predetermined upside cap of at least 7%, while seeking to provide the maximum available buffer of 100% over a one year period starting in July. The expected range of the buffer for future periods is between 20% and 100%. At the end of the target outcome period, the upside cap and downside buffer for the new target outcome period are reset to prevailing market conditions. If the fund is not able to set the maximum buffer against 100% of the losses, then it would seek to adjust the cap. Likewise, if the fund cannot set a cap of at least 7%, then it would seek to adjust the maximum buffer instead. To achieve the target outcomes sought by the fund for a target outcome period, an investor must hold fund shares for that entire target outcome period.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Buy-write
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
Bonds, Cash & Other
Rights & Warrants
Bonds, Cash & Other100.00%
Rights & Warrants99.19%
Cash0.81%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.