XOCT

First Trust$40.23+0.05 (+0.12%)
AUM $73.4MER 0.85%NAV $40.20Holdings 6

Price Chart

Key Statistics

Previous Close

$40.19

Day Range

$40.23$40.23

52-Week Range

$36.64$40.25

Avg Volume

1.3K

Dividend Yield

Expense Ratio

0.85%

AUM

$73.4M

Shares Outstanding

1.9M

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
Oct 20, 2023
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (the "Fund") is to seek to provide investors with returns (before fees and expenses) of approximately twice any positive price return of the SPDR S&P 500 ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 10.26% while providing a buffer (before fees and expenses) against the first 15% of Underlying ETF losses, over the period from October 20, 2025 to October 16, 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 Enhance & Moderate Buffer ETF - October (XOCT) is an exchange-traded fund issued by First Trust that launched on Oct 20, 2023. It currently manages $73.4M in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
12026-10-16 State Street® SPDR® S&P 500® ETF Trust C 6.65103.83%1,016$76.1M
22026-10-16 State Street® SPDR® S&P 500® ETF Trust C 664.4013.31%1,016$9.8M
3US Dollar0.31%227,066$227K
42026-10-16 State Street® SPDR® S&P 500® ETF Trust P 664.400.21%1,016$153K
52026-10-16 State Street® SPDR® S&P 500® ETF Trust P 564.74-0.06%-1,016$-42021
62026-10-16 State Street® SPDR® S&P 500® ETF Trust C 698.48-17.61%-2,032$-12910677

Detailed Returns

PeriodReturnETF
1D
+0.12%
1W
-0.01%
1M
+0.41%
3M
+1.95%
6M
+7.05%
YTD
+6.27%
1Y
+9.62%
3Y
+32.86%
5Y
+32.86%

Moving Averages

20-Day MA

$40.15

Above 20-Day MA
50-Day MA

$39.91

Above 50-Day MA
200-Day MA

$38.61

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$40.25

Current Price

$40.23

52-Week Low

$36.64

$36.64$40.25

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXOCTTechnology(1660 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.61%0.74%
AUM$73.4M$6.83B$347.8M
Dividend Yield2.94%14.07%
Avg Volume1.3K432.5K29.6K
Holdings619813
Performance
1-Month Return+0.36%-0.32%-0.19%
6-Month Return+4.44%+8.18%+4.67%
YTD Return+6.61%+13.83%+7.66%
1-Year Return+7.31%+27.29%+8.15%

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