XOCT

First Trust$38.70 ()
AUM $75.5MER 0.85%NAV $38.71Holdings 6

Price Chart

Key Statistics

Previous Close

$38.73

Day Range

N/A

52-Week Range

$33.69$38.73

Avg Volume

3.8K

Dividend Yield

Expense Ratio

0.85%

AUM

$75.5M

Shares Outstanding

1.9M

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
Oct 20, 2023
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (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 10.26% while providing a buffer (before fees and expenses) against the first 15% of Underlying ETF losses, over the period from October 20, 2025 to October 16, 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 Enhance & Moderate Buffer ETF - October (XOCT) is an exchange-traded fund issued by First Trust that launched on Oct 20, 2023. It currently manages $75.5M 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 261016C000066502026-10-16 State Street® SPDR® S&P 500® ETF Trust C 6.6587.73%0$76.4M
24SPY 261016C006644002026-10-16 State Street® SPDR® S&P 500® ETF Trust C 664.409.49%0$8.3M
34SPY 261016P006644002026-10-16 State Street® SPDR® S&P 500® ETF Trust P 664.402.15%0$1.9M
4$USDUS Dollar0.63%0$551K
54SPY 261016C006984802026-10-16 State Street® SPDR® S&P 500® ETF Trust C 698.480.00%0$0
64SPY 261016P005647402026-10-16 State Street® SPDR® S&P 500® ETF Trust P 564.740.00%0$0

Detailed Returns

PeriodReturnETF
1D
1W
+0.44%
1M
+5.44%
3M
+1.84%
6M
+3.79%
YTD
+2.21%
1Y
+14.87%
3Y
+27.78%
5Y
+27.78%

Moving Averages

20-Day MA

$38.20

Above 20-Day MA
50-Day MA

$37.85

Above 50-Day MA
200-Day MA

$37.24

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$38.73

Current Price

$38.70

52-Week Low

$33.69

$33.69$38.73

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXOCTTechnology(1414 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.67%0.77%
AUM$75.5M$6.79B$311.8M
Dividend Yield2.97%14.07%
Avg Volume3.8K574.9K29.6K
Holdings620013
Performance
1-Month Return+5.29%+12.36%+5.50%
6-Month Return+3.74%+4.39%+4.25%
YTD Return+2.53%+6.06%+3.03%
1-Year Return+15.30%+34.53%+16.90%

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