FTKI

First Trust Small Cap BuyWrite Income ETFFirst Trust
$19.52-0.20 (-1.03%)Close
AUM$23.7M
Expense Ratio0.85%
NAV$19.73
Holdings263
InceptionFeb 26, 2025

Price Chart

Key Statistics

Previous Close

$19.72

Day Range

$19.47$19.55

52-Week Range

$16.93$20.36

Avg Volume

12.9K

Dividend Yield

10.65%

Expense Ratio

0.85%

AUM

$23.7M

Shares Outstanding

48.4K

Sector Breakdown

SectorWeight %
Technology21.93%
Financial Services18.24%
Industrials16.08%
Healthcare10.93%
Consumer Cyclical10.90%
Energy6.59%
Real Estate4.94%
Communication Services3.37%
Basic Materials2.65%
Utilities2.47%
Consumer Defensive1.90%

Country Allocation

CountryWeight %
United States79.74%
Brazil2.83%
Canada2.26%
Netherlands1.94%
Switzerland1.51%
Taiwan (Province of China)1.40%
Monaco1.21%
Bermuda1.13%
United Kingdom0.99%
Sweden0.97%
China0.96%
Israel0.93%
Singapore0.84%
Mexico0.78%
Luxembourg0.71%
Other0.58%
Chile0.51%
Ireland0.48%
France0.23%

Fund Information

Category
Technology
Subcategory
Covered Call
Inception Date
Feb 26, 2025
Exchange
NYSE_ARCA
Description
The First Trust Small Cap BuyWrite Income ETF's (the "Fund") primary investment objective is to provide current income. The Fund's secondary investment objective is to provide capital appreciation. Under normal market conditions, the Fund will pursue its investment objectives by investing primarily in small cap equity securities listed on U.S. exchanges and by utilizing a buy-write "option strategy" consisting of writing (selling) U.S. exchange-traded call options on the Russell 2000 Index (the "Russell 2000 Index") or small cap equity exchange-traded funds (the "Underlying ETFs").

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IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The First Trust Small Cap BuyWrite Income ETF (FTKI) is an exchange-traded fund issued by First Trust that launched on Feb 26, 2025. It currently manages $23.7M in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 263 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 19.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1LITELumentum Holdings Inc.5.36%1,896$1.3M
2AGXArgan, Inc.2.36%1,224$561K
3FIXComfort Systems USA, Inc.1.68%288$398K
4ASMLASML Holding N.V. (New York Registry Shares)1.54%264$365K
5NUNu Holdings Ltd. (Class A)1.42%22,656$337K
6TSMTaiwan Semiconductor Manufacturing Company Limited (ADR)1.40%960$333K
7CTRECareTrust REIT, Inc.1.35%8,016$320K
8WUThe Western Union Company1.34%32,808$319K
9MYRGMYR Group Inc.1.33%1,176$315K
10KGCKinross Gold Corporation1.29%9,384$308K
11GVAGranite Construction Incorporated1.26%2,400$299K
12FCFSFirstCash Holdings, Inc.1.22%1,488$290K
13IDCCInterDigital, Inc.1.22%792$290K
14STNGScorpio Tankers Inc.1.21%3,816$287K
15PORPortland General Electric Company1.20%5,496$286K
Page 1 of 6

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-1.03%
1W
-2.25%
1M
-0.86%
3M
+4.29%
6M
+4.15%
YTD
+3.79%
1Y
+4.48%
3Y
-0.43%
5Y
-0.43%

Moving Averages

20-Day MA

$20.00

Below 20-Day MA
50-Day MA

$19.56

Below 50-Day MA
200-Day MA

$18.92

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$20.36

Current Price

$19.52

52-Week Low

$16.93

$16.93$20.36

Current Yield

10.65%

Annual Dividend

$0.7500

Frequency

12x/year

Last Ex-Date

Feb 20, 2026

Dividend History

Ex-DateAmountPay Date
Feb 20, 2026$0.1880Feb 27, 2026
Jan 21, 2026$0.1880Jan 30, 2026
Dec 12, 2025$0.1870Dec 31, 2025
Nov 21, 2025$0.1870Nov 28, 2025
Oct 21, 2025$0.1870Oct 31, 2025
Sep 25, 2025$0.1870Sep 30, 2025
Aug 21, 2025$0.1870Aug 29, 2025
Jul 22, 2025$0.1870Jul 31, 2025
Jun 26, 2025$0.1910Jun 30, 2025
May 21, 2025$0.1910May 30, 2025
Apr 22, 2025$0.1910Apr 30, 2025

Dividend Payments Over Time

Category Comparison

MetricFTKITechnology(1413 ETFs)Covered Call(101 ETFs)
Fund Info
Expense Ratio0.85%0.67%0.72%
AUM$23.7M$6.78B$1.22B
Dividend Yield10.65%2.83%17.79%
Avg Volume12.9K1.1M449.6K
Holdings26320269
Performance
1-Month Return-0.98%-2.11%-2.08%
6-Month Return+4.04%+3.76%-5.12%
YTD Return+4.56%+0.41%-2.06%
1-Year Return+4.04%+20.06%+0.66%

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