Key stats
About FT Vest Laddered Buffer ETF
Home page
Inception date
Aug 10, 2020
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
BUFR is a basket of defined outcome buffer ETFs. It consists of 12 equity buffer funds, each of which has exposure to SPY's capped gains and 10% buffered losses. The fund will invest equally in the underlying ETFs, holding one ETF with options expiring within one month, a second ETF with options expiring within two months, up until a 12th underlying ETF with options expiring within 12 months. Unlike the monthly equity buffers that reset annually on a specific month, BUFR refreshes monthly starting in February, wherein one of the underlying ETFs resets its cap and refreshes its buffer. This creates a continuous hedge for BUFR regardless of each underlying ETF's outcome period. The approach reduces the timing risks associated with a monthly buffer strategy. Information on BUFR's exposure to the underlying ETFs, remaining cap and buffer are provided daily on the issuer's website. Prior to May 10, 2024, the fund was called FT Vest Fund of Buffer ETFs.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.