FJUL

First Trust$58.66+0.11 (+0.19%)
AUM $1.17BER 0.85%NAV $58.45Holdings 5

Price Chart

Key Statistics

Previous Close

$58.55

Day Range

$58.55$58.72

52-Week Range

$48.88$58.66

Avg Volume

33.6K

Dividend Yield

Expense Ratio

0.85%

AUM

$1.17B

Shares Outstanding

19.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.16%
Financial Services12.45%
Communication Services10.32%
Consumer Cyclical9.97%
Healthcare9.56%
Industrials8.43%
Consumer Defensive5.41%
Energy4.18%
Utilities2.62%
Real Estate1.98%
Basic Materials1.93%

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 Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$814.55B
SPYState Street SPDR S&P 500 ETF Trust$751.52B
QQQInvesco QQQ Trust, Series 1$455.94B

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 $1.17B 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
14SPY 260717C000062802026-07-17 State Street® SPDR® S&P 500® ETF Trust C 6.2899.12%0$1.20B
24SPY 260717P006275802026-07-17 State Street® SPDR® S&P 500® ETF Trust P 627.580.50%0$6.0M
3$USDUS Dollar0.38%0$4.5M
44SPY 260717C007188902026-07-17 State Street® SPDR® S&P 500® ETF Trust C 718.890.00%0$0
54SPY 260717P005648202026-07-17 State Street® SPDR® S&P 500® ETF Trust P 564.820.00%0$0

Detailed Returns

PeriodReturnETF
1D
+0.19%
1W
+0.72%
1M
+3.22%
3M
+4.81%
6M
+6.94%
YTD
+4.86%
1Y
+18.86%
3Y
+61.42%
5Y
+70.82%

Moving Averages

20-Day MA

$57.97

Above 20-Day MA
50-Day MA

$56.46

Above 50-Day MA
200-Day MA

$55.25

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$58.66

Current Price

$58.66

52-Week Low

$48.88

$48.88$58.66

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFJULTechnology(1407 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.64%0.77%
AUM$1.17B$6.99B$315.9M
Dividend Yield2.86%14.07%
Avg Volume33.6K602.7K42.6K
Holdings520313
Performance
1-Month Return+3.03%+12.01%+2.47%
6-Month Return+6.75%+12.17%+6.00%
YTD Return+4.71%+13.99%+4.27%
1-Year Return+22.12%+40.85%+16.65%

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