For investors seeking momentum, FT Vest U.S. Equity Moderate Buffer ETF - March GMAR is probably on the radar. The fund just hit a 52-week high and has moved up 13.76% from its 52-week low price of $39.03 per share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,735 | $95,653.4 | $121,584.42 | $25,931.02 | 27.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,527 | $722,911.98 | $823,154.61 | $100,242.63 | 13.87% |
Jeff Ameen Spire Wealth Management | 5,666 | $212,248.36 | $251,740.38 | $39,492.02 | 18.61% |
| SL Shad Lamm Keystone Wealth Services LLC | 37,215 | $1.55M | $1.65M | $101,596.95 | 6.55% |
| TSR Ted S. Rich RiverTree Advisors LLC | 5,901 | $246,012.69 | $262,151.92 | $16,139.23 | 6.56% |
| BATS Exchange | US Country |
The company operates in the financial sector, focusing on investment opportunities that aim to track the performance of a well-known index, the S&P 500®. It specializes in utilizing FLexible EXchange® Options (FLEX Options) that are tied to the SPDR® S&P 500® ETF Trust, offering its clients a unique approach to investing in the stock market. The fund is characterized by a non-diversified nature, concentrating its investments to capitalize on the movements of the S&P 500® index, thereby offering potential growth opportunities for investors looking to align with the broader market trends.
The fund invests primarily in FLexible EXchange® Options that are directly linked to the performance of the SPDR® S&P 500® ETF Trust. This financial instrument allows the fund to bet on the price movements of the S&P 500®, offering a strategic means for investors to gain exposure to the market index's performance without directly investing in the ETF itself. FLEX Options provide several advantages, including customization of contract terms like expiration dates and strike prices, potentially offering more flexibility and strategic value to the investor.