FJUL

First Trust$61.20-0.19 (-0.31%)
AUM $1.29BER 0.85%NAV $61.51Holdings 5

Price Chart

Key Statistics

Previous Close

$61.39

Day Range

$61.19$61.30

52-Week Range

$53.71$61.54

Avg Volume

23.3K

Dividend Yield

Expense Ratio

0.85%

AUM

$1.29B

Shares Outstanding

19.7M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology36.62%
Financial Services12.47%
Communication Services9.95%
Healthcare9.52%
Consumer Cyclical9.12%
Industrials8.19%
Consumer Defensive4.85%
Energy3.39%
Utilities2.23%
Real Estate1.97%
Basic Materials1.70%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Category
Technology
Inception Date
Jul 17, 2020
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Buffer ETF - July (the "Fund") is to seek to provide investors with returns (before fees and expenses) that match the price return of the SPDR S&P 500 ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 14.55% while providing a buffer (before fees and expenses) against the first 10% of Underlying ETF losses, over the period from July 21, 2025 to July 17, 2026.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$878.68B
SPYState Street SPDR S&P 500 ETF$817.33B
QQQInvesco QQQ Trust, Series 1$489.55B

The FT Vest U.S. Equity Buffer ETF - July (FJUL) is an exchange-traded fund issued by First Trust that launched on Jul 17, 2020. It currently manages $1.29B in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 5 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
12027-07-16 State Street® SPDR® S&P 500® ETF Trust C 7.4399.25%16,988$1.29B
22027-07-16 State Street® SPDR® S&P 500® ETF Trust P 743.293.71%16,988$48.1M
3US Dollar0.98%12,782,839$12.8M
42027-07-16 State Street® SPDR® S&P 500® ETF Trust C 868.31-1.96%-16,988$-25465012
52027-07-16 State Street® SPDR® S&P 500® ETF Trust P 668.96-1.99%-16,988$-25770796

Detailed Returns

PeriodReturnETF
1D
-0.31%
1W
+0.31%
1M
-0.11%
3M
+3.66%
6M
+10.95%
YTD
+9.39%
1Y
+13.38%
3Y
+54.68%
5Y
+74.09%

Moving Averages

20-Day MA

$61.23

Below 20-Day MA
50-Day MA

$60.50

Above 50-Day MA
200-Day MA

$57.66

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$61.54

Current Price

$61.20

52-Week Low

$53.71

$53.71$61.54

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFJULTechnology(1501 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.60%0.74%
AUM$1.29B$7.59B$344.7M
Dividend Yield3.00%14.07%
Avg Volume23.3K545.4K30.8K
Holdings520913
Performance
1-Month Return-0.03%+1.39%+0.28%
6-Month Return+1.20%-4.56%
YTD Return+9.43%+14.51%+7.78%
1-Year Return+15.02%+5.61%

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