FJUL

First Trust$61.17+0.36 (+0.59%)
AUM $1.29BER 0.85%NAV $60.99Holdings 5

Price Chart

Key Statistics

Previous Close

$60.81

Day Range

$61.13$61.24

52-Week Range

$53.71$61.54

Avg Volume

22.4K

Dividend Yield

Expense Ratio

0.85%

AUM

$1.29B

Shares Outstanding

19.7M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology38.47%
Financial Services12.11%
Communication Services9.62%
Consumer Cyclical9.35%
Healthcare9.29%
Industrials7.81%
Consumer Defensive4.46%
Energy3.40%
Utilities2.00%
Real Estate1.81%
Basic Materials1.69%

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$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

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 7.4398.51%17,049$1.27B
22027-07-16 State Street® SPDR® S&P 500® ETF Trust P 743.294.25%17,049$54.7M
3US Dollar0.99%12,781,014$12.8M
42027-07-16 State Street® SPDR® S&P 500® ETF Trust C 868.31-1.46%-17,049$-18763276
52027-07-16 State Street® SPDR® S&P 500® ETF Trust P 668.96-2.29%-17,049$-29473970

Detailed Returns

PeriodReturnETF
1D
+0.59%
1W
-0.39%
1M
-0.62%
3M
+2.95%
6M
+10.08%
YTD
+9.31%
1Y
+12.59%
3Y
+55.12%
5Y
+73.57%

Moving Averages

20-Day MA

$61.18

Below 20-Day MA
50-Day MA

$60.59

Above 50-Day MA
200-Day MA

$57.75

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$61.54

Current Price

$61.17

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(1660 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.61%0.74%
AUM$1.29B$6.83B$347.8M
Dividend Yield2.94%14.07%
Avg Volume22.4K432.5K29.6K
Holdings519813
Performance
1-Month Return-0.48%-0.32%-0.19%
6-Month Return+6.38%+8.18%+4.67%
YTD Return+9.36%+13.83%+7.66%
1-Year Return+10.22%+27.29%+8.15%

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