Summary
BUFT Chart
FT Vest Buffered Allocation Mutual Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 121,019 | $2.91M | $3.14M | $231,265.12 | 7.95% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 31,572 | $582,503.4 | $818,819.82 | $236,316.42 | 40.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,805 | $450,209.39 | $487,707.67 | $37,498.28 | 8.33% |
 Christoph Von Dem Bussche Financial Guidance Group Inc. | 40,575 | $833,791.18 | $1.05M | $218,521.44 | 26.21% |
| SS Stephen Smith Kestra Investment Management LLC | 8,076 | $200,366 | $209,451.06 | $9,085.06 | 4.53% |
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FT Vest Buffered Allocation Mutual Fund Profile
| BATS Exchange | US Country |
Overview
The fund is designed for investors looking for a structured approach to investing in the equity market, with a focus on the SPDR® S&P 500® ETF Trust (SPY). Its investment strategy revolves around a portfolio of exchange-traded funds (ETFs) that aim to match the returns of the SPY, subject to a predetermined cap, while also offering a buffer against potential losses over a specified one-year timeframe. By primarily investing in underlying ETFs that track the performance of the SPY, the fund seeks to achieve its investment objectives under normal market conditions. Despite focusing on specific outcomes, the fund is classified as non-diversified, implying a more concentrated portfolio strategy.
Products and Services
The fund offers investment products that are targeted at investors interested in the SPDR® S&P 500® ETF Trust, with the following key characteristics:
- Portfolio of Exchange-Traded Funds (ETFs): The core of the fund's strategy is to invest in a portfolio of ETFs designed to provide returns based on the performance of the SPDR® S&P 500® ETF Trust (SPY), up to a specified limit. This approach allows investors to potentially benefit from the growth of SPY while having a safety net against downturns.
- Defined Buffer against Losses: The fund aims to offer a defined buffer that protects against a portion of losses in SPY over a set one-year period. This feature is particularly appealing for investors looking for a more secure investment in the face of market volatility.
- Non-Diversified Strategy: Although the fund invests substantially all of its assets in underlying ETFs tracking the SPY, it is classified as non-diversified. This means that compared to diversified funds, it may invest more heavily in certain securities or market segments, potentially leading to higher volatility but also the possibility of greater returns.
