FJUL

First Trust$57.82+0.00 (+0.00%)
AUM $1.15BER 0.85%NAV $57.68Holdings 5

Price Chart

Key Statistics

Previous Close

$57.82

Day Range

$57.80$57.82

52-Week Range

$47.32$57.88

Avg Volume

22.7K

Dividend Yield

Expense Ratio

0.85%

AUM

$1.15B

Shares Outstanding

18.9M

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$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

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 $1.15B 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 6.2898.83%0$1.18B
24SPY 260717P006275802026-07-17 State Street® SPDR® S&P 500® ETF Trust P 627.580.72%0$8.6M
3$USDUS Dollar0.45%0$5.3M
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
+0.00%
1W
+0.59%
1M
+7.66%
3M
+2.43%
6M
+4.71%
YTD
+3.36%
1Y
+22.19%
3Y
+57.95%
5Y
+68.69%

Moving Averages

20-Day MA

$56.74

Above 20-Day MA
50-Day MA

$56.06

Above 50-Day MA
200-Day MA

$54.94

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$57.88

Current Price

$57.82

52-Week Low

$47.32

$47.32$57.88

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFJULTechnology(1414 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.67%0.77%
AUM$1.15B$6.79B$311.8M
Dividend Yield2.97%14.07%
Avg Volume22.7K574.9K29.6K
Holdings520013
Performance
1-Month Return+7.47%+12.36%+5.50%
6-Month Return+4.73%+4.39%+4.25%
YTD Return+3.40%+6.06%+3.03%
1-Year Return+22.84%+34.53%+16.90%

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