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FT Vest Buffered Allocation Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.08M | $31.81M | $32.66M | $851,068.69 | 2.68% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 38,528 | $1.06M | $1.16M | $95,335.2 | 8.96% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 54,601 | $1.21M | $1.64M | $433,053.12 | 35.91% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 48,136 | $896,817.64 | $1.45M | $554,964.12 | 61.88% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 93,968 | $2.2M | $2.83M | $626,486.78 | 28.45% |
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FT Vest Buffered Allocation Fund Profile
| BATS Exchange | US Country |
Overview
The company operates in the financial sector with a focus on investment funds, particularly in offering a unique product that aims to provide investors a specific form of return. The fund emphasizes achieving its investment objective by mainly investing in a portfolio of Exchange-Traded Funds (ETFs) that are designed to track the performance of the SPDR® S&P 500® ETF Trust, commonly referred to as SPY. This approach allows the fund to aim for returns that mirror the price performance of the SPY, up to a set cap, while also aiming to offer a predefined protection against losses over a designated one-year period. Reflecting a strategic investment philosophy, the fund concentrates on leveraging the performance of the S&P 500® Index, with SPY seeking to closely replicate, before expenses, the price and yield performance of this index. Notably, the fund adopts a non-diversified investment strategy, centering its investments around a specific asset class to fulfill its investment objectives.
Products and Services
- ETF Portfolio Investment
- Investment in SPY
- Non-Diversified Investment Approach
The main service offered by the company is an investment product that consists of a carefully selected portfolio of ETFs. These ETFs are specifically chosen to track the performance of the SPDR® S&P 500® ETF Trust (SPY). The investment strategy seeks to provide investors with returns that correspond to the price return of SPY, up to a pre-established cap. This product stands out by attempting to offer a balance between seeking returns and providing a measure of protection against losses, facilitated by a defined buffer over a fixed one-year period.
The core underlying asset of the fund's investment strategy is the SPDR® S&P 500® ETF Trust (SPY). This ETF aims to provide investment results that, before the deduction of fees and expenses, generally correspond with the performance of the S&P 500® Index. By investing in SPY, the fund indirectly seeks to replicate the performance of the S&P 500® Index, providing a straightforward approach for investors aiming to gain exposure to this broad market index and its potential returns.
The fund adopts a non-diversified investment strategy, which implies that it focuses its investments in a relatively smaller number of assets compared to diversified funds. Specifically, the fund's investments are concentrated on ETFs tracking the SPDR® S&P 500® ETF Trust (SPY) and, by extension, the performance of the S&P 500® Index itself. This concentrated approach aims to achieve specific investment outcomes linked to the performance of SPY and the S&P 500®, with the associated risks and benefits of a non-diversified investment portfolio.
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