GJUL

First Trust$42.50-0.01 (-0.02%)
AUM $386.2MER 0.85%NAV $42.44Holdings 5

Price Chart

Key Statistics

Previous Close

$42.51

Day Range

$42.47$42.60

52-Week Range

$35.81$42.53

Avg Volume

27.2K

Dividend Yield

Expense Ratio

0.85%

AUM

$386.2M

Shares Outstanding

14.7M

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 21, 2023
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Moderate 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 12.04% while providing a buffer (before fees and expenses) against the first 15% 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 Moderate Buffer ETF - July (GJUL) is an exchange-traded fund issued by First Trust that launched on Jul 21, 2023. It currently manages $386.2M 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 260717C000063002026-07-17 State Street® SPDR® S&P 500® ETF Trust C 6.3098.83%0$401.5M
24SPY 260717P006276002026-07-17 State Street® SPDR® S&P 500® ETF Trust P 627.600.72%0$2.9M
3$USDUS Dollar0.44%0$1.8M
44SPY 260717C007031602026-07-17 State Street® SPDR® S&P 500® ETF Trust C 703.160.00%0$0
54SPY 260717P005334602026-07-17 State Street® SPDR® S&P 500® ETF Trust P 533.460.00%0$0

Detailed Returns

PeriodReturnETF
1D
-0.02%
1W
+0.35%
1M
+5.85%
3M
+2.07%
6M
+4.09%
YTD
+2.79%
1Y
+18.68%
3Y
+37.61%
5Y
+37.61%

Moving Averages

20-Day MA

$41.92

Above 20-Day MA
50-Day MA

$41.50

Above 50-Day MA
200-Day MA

$40.82

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$42.53

Current Price

$42.50

52-Week Low

$35.81

$35.81$42.53

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricGJULTechnology(1414 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.67%0.77%
AUM$386.2M$6.79B$311.8M
Dividend Yield2.97%14.07%
Avg Volume27.2K574.9K29.6K
Holdings520013
Performance
1-Month Return+5.74%+12.36%+5.50%
6-Month Return+4.19%+4.39%+4.25%
YTD Return+2.85%+6.06%+3.03%
1-Year Return+19.27%+34.53%+16.90%

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