FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchFT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchFT Vest U.S. Equity Enhance & Moderate Buffer ETF - March

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March

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Key stats


Assets under management (AUM)
‪149.28 M‬USD
Fund flows (1Y)
‪−92.63 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
−0.008%

About FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March


Issuer
AJM Ventures LLC
Brand
FT Vest
Expense ratio
0.85%
Inception date
Mar 17, 2023
Index tracked
No Underlying Index
Management style
Active
XMAR aims to provide approximately 2x any positive price returns of the S&P 500 ETF with a predetermined cap. The fund uses options in an effort to moderate losses over a one-year period starting each March. Using SPY is a slightly different approach than using S&P 500 index flex options, what is gained in favorable tax treatment may be lost in higher expense. The fund foregoes some upside return on SPY, in exchange for preventing realization of the first 15% of its losses. The upside cap is determined at each reset and will fluctuate, depending on market conditions. Investors who buy XMAR shares at any other time than the annual reset day may have a very different protection level and buffer zone. The issuer publishes effective interim levels daily on its website. The fund must be held to the end of the period to pursue the intended results. The targeted buffers and caps do not include the funds expense ratio. The fund is actively managed and uses flex options exclusively.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Buy-write
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
Bonds, Cash & Other
Rights & Warrants
Bonds, Cash & Other100.00%
Rights & Warrants99.57%
Cash0.43%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.