Summary
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FT Vest Laddered Moderate Buffer Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 201,445 | $4.95M | $5.65M | $706,528.82 | 14.28% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 39,757 | $893,913.47 | $1.12M | $221,667.95 | 24.8% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,200 | $350,196 | $370,392 | $20,196 | 5.77% |
| SL Shad Lamm Keystone Wealth Services LLC | 47,026 | $1.24M | $1.32M | $83,941.41 | 6.79% |
 Daniel Cesta Pinnacle Wealth Management Group Inc. | 52,807 | $1.47M | $1.48M | $5,280.7 | 0.36% |
FT Vest Laddered Moderate Buffer Fund (BUFZ) FAQ
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FT Vest Laddered Moderate Buffer Fund Profile
| BATS Exchange | US Country |
Overview
The fund is designed to cater to investors looking for exposure to the U.S. large-cap equity market while simultaneously seeking to mitigate downside risk. This unique investment approach employs a strategy that involves constructing a laddered portfolio of FT Cboe Vest U.S. Equity Moderate Buffer ETFs. A laddered portfolio strategy entails investing in a series of underlying ETFs each with different target outcome period expiration dates, which are set to expire on a rolling or periodic basis, providing a structured exposure to the market. The intent behind this methodology is to offer a balanced risk-return profile by aiming to smooth out the volatility often associated with equity investments, particularly in turbulent market conditions. It's worth noting that the fund identifies as non-diversified, meaning it may focus its investments more narrowly than diversified funds.
Products and Services
- U.S. Large-Cap Equity Market Exposure
This product aims to provide investors with exposure to the U.S. large-cap equity market, which includes some of the largest and most well-known companies in the United States. By targeting this segment of the market, the fund seeks to tap into the growth potential of these leading enterprises, making it an attractive option for investors looking to benefit from the performance of major U.S. corporations.
- Laddered Portfolio of FT Cboe Vest U.S. Equity Moderate Buffer ETFs
The fund's central strategy involves creating a laddered portfolio of FT Cboe Vest U.S. Equity Moderate Buffer ETFs. This innovative approach means the fund invests across multiple ETFs that have staggered target outcome periods. By diversifying its holdings in this manner, the fund aims to limit downside risk. The laddering strategy is designed to provide a more stable investment experience by mitigating the impact of market volatility over time, thus aligning with the goal of achieving a moderate risk profile.
- Non-Diversified Fund Structure
Despite the broader market exposure through U.S. large-cap equities, the fund is classified as non-diversified. This designation indicates that it may invest a larger portion of its assets in fewer issuers than a diversified fund. This approach can lead to higher risk in exchange for the potential for higher returns, as the fund's performance is more closely tied to the fortunes of its concentrated holdings. While this strategy may appeal to certain investors seeking higher growth opportunities, it's important for potential investors to be aware of and comfortable with the level of risk associated with a non-diversified fund structure.
