Summary
BUFS Chart
Last Week in ETFs: A Few New ETFs, 1 Closure
Despite an uptick in activity during the prior week, last week in the wake of the Memorial Day holiday saw the debut of just five new ETFs and the completion of one closure.
First Trust Lunt Domestic Downside Mitigation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,521 | $205,716.17 | $238,834.28 | $33,118.11 | 16.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,787 | $83,820.97 | $94,864.35 | $11,043.38 | 13.17% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 57,634 | $1.23M | $1.44M | $210,593.66 | 17.08% |
 Kyle P. Smith NewEdge Wealth LLC | 20,006 | $461,338.34 | $501,348.36 | $40,010.02 | 8.67% |
| SL Shad Lamm Keystone Wealth Services LLC | 15,591 | $359,528.44 | $390,710.46 | $31,182.02 | 8.67% |
First Trust Lunt Domestic Downside Mitigation ETF (BUFS) FAQ
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First Trust Lunt Domestic Downside Mitigation ETF Profile
| BATS Exchange | US Country |
Overview
The term "laddered portfolio" is coined to describe a specific type of investment fund that engages in building a diversified collection of underlying Exchange-Traded Funds (ETFs), each chosen for their specific target outcome period expiration dates. These expiration dates are designed to occur on a rolling or periodic basis, introducing a systematic and potentially more predictable element to the investment approach. This fund's unique strategy centers around investing substantially all of its assets in FLEXible EXchange® Options (FLEX Options) on the IWM, an ETF that tracks a major market index. FLEX Options distinguish themselves by being customizable exchange-traded option contracts, which are notable for their settlement guarantee provided by the options clearing corporation. It's important to note that the fund is characterized as non-diversified, indicating a concentrated investment strategy in its chosen assets.
Products and Services
- Laddered Portfolio Investment
This investment strategy involves the assembly of a portfolio comprising multiple underlying ETFs, each selected for their specified target outcome periods that expire on a staggered schedule. This methodology aims to mitigate risks associated with market volatility and to achieve specific investment outcomes over predetermined periods. The reliance on a laddered strategy provides a structured yet flexible approach to investing, aiming to capitalize on the cyclical nature of markets and asset classes.
- FLEXible EXchange® Options (FLEX Options) Investment
An innovative financial instrument, FLEX Options offer investment in customizable exchange-traded option contracts. These options are tied to the IWM ETF, allowing investors to gain exposure to a broad market index while enjoying the benefits of options trading, such as leverage, protection, and potentially higher returns. The customization aspect of FLEX Options—regarding strike price, expiration date, and the number of contracts—enables tailored investment strategies that can more closely match an investor's risk tolerance and market outlook. Additionally, the settlement guarantee by the options clearing corporation adds a layer of security to these investments, making them a notable choice for individuals and institutions seeking differentiated options-based strategies.
