XMAR

First Trust$42.47+0.01 (+0.02%)
AUM $128.4MER 0.85%NAV $42.45Holdings 6

Price Chart

Key Statistics

Previous Close

$42.46

Day Range

$42.46$42.53

52-Week Range

$37.78$42.66

Avg Volume

4.8K

Dividend Yield

Expense Ratio

0.85%

AUM

$128.4M

Shares Outstanding

4.0M

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
Mar 17, 2023
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March (the "Fund") is to seek to provide investors with returns (before fees and expenses) of approximately twice any positive price return of the SPDR S&P 500 ETF Trust (the "Underlying ETF"), up to a predetermined upside cap of 10.48% while providing a buffer (before fees and expenses) against the first 15% of Underlying ETF losses, over the period from March 24, 2025 through March 20, 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 Enhance & Moderate Buffer ETF - March (XMAR) is an exchange-traded fund issued by First Trust that launched on Mar 17, 2023. It currently manages $128.4M in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
14SPY 270319C000065002027-03-19 State Street® SPDR® S&P 500® ETF Trust C 6.5083.14%0$136.7M
24SPY 270319C006485802027-03-19 State Street® SPDR® S&P 500® ETF Trust C 648.5814.05%0$23.1M
34SPY 270319P006485802027-03-19 State Street® SPDR® S&P 500® ETF Trust P 648.582.09%0$3.4M
4$USDUS Dollar0.72%0$1.2M
54SPY 270319C006882102027-03-19 State Street® SPDR® S&P 500® ETF Trust C 688.210.00%0$0
64SPY 270319P005512902027-03-19 State Street® SPDR® S&P 500® ETF Trust P 551.290.00%0$0

Detailed Returns

PeriodReturnETF
1D
+0.02%
1W
+0.18%
1M
+0.55%
3M
+5.28%
6M
+6.92%
YTD
+6.34%
1Y
+12.19%
3Y
+35.66%
5Y
+42.63%

Moving Averages

20-Day MA

$42.46

Above 20-Day MA
50-Day MA

$42.08

Above 50-Day MA
200-Day MA

$40.29

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$42.66

Current Price

$42.47

52-Week Low

$37.78

$37.78$42.66

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXMARTechnology(1548 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.63%0.77%
AUM$128.4M$7.39B$321.0M
Dividend Yield2.92%14.07%
Avg Volume4.8K744.5K43.4K
Holdings621813
Performance
1-Month Return+0.49%+1.62%+0.36%
6-Month Return+7.00%+13.22%+5.06%
YTD Return+6.48%+15.73%+4.84%
1-Year Return+12.29%+34.10%+13.15%

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