XSEP

First Trust$44.99-0.04 (-0.10%)
AUM $136.1MER 0.85%NAV $45.00Holdings 6

Price Chart

Key Statistics

Previous Close

$45.04

Day Range

$44.99$45.08

52-Week Range

$41.18$45.04

Avg Volume

4.4K

Dividend Yield

Expense Ratio

0.85%

AUM

$136.1M

Shares Outstanding

3.0M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology36.62%
Financial Services12.47%
Communication Services9.95%
Healthcare9.52%
Consumer Cyclical9.12%
Industrials8.19%
Consumer Defensive4.85%
Energy3.39%
Utilities2.23%
Real Estate1.97%
Basic Materials1.70%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Category
Technology
Inception Date
Sep 21, 2022
Exchange
BATS
Description
The investment objective of the FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (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 9.58% while providing a buffer (before fees and expenses) against the first 15% of Underlying ETF losses, over the period from September 22, 2025 to September 18, 2026.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September (XSEP) is an exchange-traded fund issued by First Trust that launched on Sep 21, 2022. It currently manages $136.1M 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
12026-09-18 State Street® SPDR® S&P 500® ETF Trust C 6.6587.93%1,893$142.7M
22026-09-18 State Street® SPDR® S&P 500® ETF Trust C 663.7111.68%1,893$19.0M
3US Dollar0.30%492,181$492K
42026-09-18 State Street® SPDR® S&P 500® ETF Trust P 663.710.09%1,893$146K

Detailed Returns

PeriodReturnETF
1D
-0.10%
1W
+0.02%
1M
+1.02%
3M
+1.81%
6M
+5.57%
YTD
+6.17%
1Y
+8.80%
3Y
+31.07%
5Y
+49.62%

Moving Averages

20-Day MA

$44.91

Above 20-Day MA
50-Day MA

$44.62

Above 50-Day MA
200-Day MA

$43.18

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$45.04

Current Price

$44.99

52-Week Low

$41.18

$41.18$45.04

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXSEPTechnology(1499 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.85%0.60%0.74%
AUM$136.1M$7.66B$340.4M
Dividend Yield3.03%14.07%
Avg Volume4.4K588.2K26.2K
Holdings621513
Performance
1-Month Return+0.72%+4.68%+1.37%
6-Month Return+5.20%+12.96%+6.06%
YTD Return+6.25%+13.86%+7.59%
1-Year Return+7.02%+12.60%+8.13%

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