| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 336,088 | $6.12M | $5.69M | -$433,553.52 | -7.08% |
| DR Don Ruffin Park Square Financial Group LLC | 81 | $1,394 | $1,366.47 | -$27.53 | -1.97% |
| ARCA Exchange | US Country |
The FT Vest Bitcoin Strategy Floor15 ETF (the "Fund") is designed to provide investors with a unique investment opportunity in the burgeoning field of cryptocurrency, specifically targeting bitcoin. The primary goal of the Fund is to align its investment returns with the performance of a reference asset that mirrors the price movements of bitcoin, known as the Bitcoin Reference Instrument. This strategic approach allows investors to benefit from the potential upside of bitcoin while incorporating certain safeguards against potential losses.
Over the defined investment period from October 1, 2025, to September 30, 2026, the Fund seeks to deliver returns that parallel the price performance of bitcoin, subject to a maximum upside limit of 28.46%. This cap ensures that while investors can experience substantial gains in a bullish market, they are also shielded from extreme volatility. Additionally, the Fund aims to mitigate losses by capping potential downturns at 15% of the losses incurred by the Bitcoin Reference Instrument, thus providing a balanced approach to risk and reward in the cryptocurrency investment space.
This exchange-traded fund allows investors to gain exposure to bitcoin's price movements without directly purchasing the cryptocurrency. The structure of the Fund is designed to match the price return of the Bitcoin Reference Instrument, offering a simplified route for investors looking to participate in the cryptocurrency market.
The Fund includes an upside cap set at 28.46%, which provides a clear guideline on the maximum potential returns for investors. This feature is crucial for managing expectations and helps investors understand the limitations in place regarding their potential earnings from the Fund's performance relative to bitcoin.
The Fund is structured to limit losses by providing a safeguard against excessive downturns in the bitcoin market. With a maximum loss threshold of 15%, investors can feel more secure knowing that their investment is sheltered from severe market fluctuations, which is particularly important in the highly volatile cryptocurrency sector.
The Fund employs a transparent investment strategy focused on mimicking the performance of bitcoin while offering potential returns linked to its price fluctuations. This strategy appeals to a wide range of investors, from those new to cryptocurrencies to seasoned investors seeking a structured vehicle for bitcoin investment.
The FT Vest Bitcoin Strategy Floor15 ETF is accessible through traditional brokerage accounts, which allows a broader investor base to participate in bitcoin market movements without the complexities of cryptocurrency exchanges or wallets.