FJUL

First Trust$59.13+0.10 (+0.17%)
AUM $1.17BER 0.85%NAV $58.99Holdings 5

Price Chart

Key Statistics

Previous Close

$59.03

Day Range

$58.95$59.13

52-Week Range

$49.99$59.24

Avg Volume

11.7K

Dividend Yield

Expense Ratio

0.85%

AUM

$1.17B

Shares Outstanding

19.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology39.05%
Financial Services11.07%
Communication Services10.64%
Consumer Cyclical9.89%
Healthcare8.30%
Industrials7.82%
Consumer Defensive4.50%
Energy3.13%
Utilities2.11%
Real Estate1.81%
Basic Materials1.67%
Cash & Others0.01%

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$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$808.20B
SPYState Street SPDR S&P 500 ETF Trust$779.35B
QQQInvesco QQQ Trust, Series 1$474.33B

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 6.2899.54%0$1.21B
2$USDUS Dollar0.30%0$3.7M
34SPY 260717P006275802026-07-17 State Street® SPDR® S&P 500® ETF Trust P 627.580.15%0$1.9M
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
+0.17%
1W
+0.30%
1M
+0.80%
3M
+6.48%
6M
+6.61%
YTD
+5.73%
1Y
+17.30%
3Y
+52.84%
5Y
+71.37%

Moving Averages

20-Day MA

$58.97

Above 20-Day MA
50-Day MA

$58.09

Above 50-Day MA
200-Day MA

$55.92

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$59.24

Current Price

$59.13

52-Week Low

$49.99

$49.99$59.24

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricFJULTechnology(1548 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.63%0.77%
AUM$1.17B$7.39B$321.0M
Dividend Yield2.92%14.07%
Avg Volume11.7K744.5K43.4K
Holdings521813
Performance
1-Month Return+0.78%+1.62%+0.36%
6-Month Return+6.17%+13.22%+5.06%
YTD Return+5.78%+15.73%+4.84%
1-Year Return+17.52%+34.10%+13.15%

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