GJUL

First Trust$44.51+0.21 (+0.49%)
AUM $409.7MER 0.85%NAV $44.42Holdings 5

Price Chart

Key Statistics

Previous Close

$44.29

Day Range

$44.47$44.54

52-Week Range

$40.15$44.74

Avg Volume

10.0K

Dividend Yield

Expense Ratio

0.85%

AUM

$409.7M

Shares Outstanding

14.7M

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 21, 2023
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Moderate 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 12.04% while providing a buffer (before fees and expenses) against the first 15% 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 Moderate Buffer ETF - July (GJUL) is an exchange-traded fund issued by First Trust that launched on Jul 21, 2023. It currently manages $409.7M 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 7.4598.66%5,417$403.0M
22027-07-16 State Street® SPDR® S&P 500® ETF Trust P 743.314.25%5,417$17.4M
3US Dollar0.99%4,028,995$4.0M
42027-07-16 State Street® SPDR® S&P 500® ETF Trust P 631.82-1.69%-5,417$-6920813
52027-07-16 State Street® SPDR® S&P 500® ETF Trust C 846.03-2.20%-5,417$-9000237

Detailed Returns

PeriodReturnETF
1D
+0.49%
1W
-0.22%
1M
-0.37%
3M
+2.55%
6M
+7.89%
YTD
+7.57%
1Y
+10.38%
3Y
+45.08%
5Y
+44.02%

Moving Averages

20-Day MA

$44.48

Above 20-Day MA
50-Day MA

$44.12

Above 50-Day MA
200-Day MA

$42.47

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$44.74

Current Price

$44.51

52-Week Low

$40.15

$40.15$44.74

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricGJULTechnology(1660 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.61%0.74%
AUM$409.7M$6.83B$347.8M
Dividend Yield2.94%14.07%
Avg Volume10.0K432.5K29.6K
Holdings519813
Performance
1-Month Return-0.36%-0.32%-0.19%
6-Month Return+5.03%+8.18%+4.67%
YTD Return+7.62%+13.83%+7.66%
1-Year Return+8.38%+27.29%+8.15%

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