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BFJAFT Vest Bitcoin Strategy Floor1

Take a betNewRanked #912 of 949 in this goal

Seeks to provide returns that match the price return of bitcoin up to a cap of 28.06% while limiting losses to 15%.

By First Trust · Launched 2026

Annual Cost

0.90%

#4,723 of 5,861 · expensive

Fund Size

$0.9M

#5,678 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

7 months

#5,065 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,377-16.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Cryptocurrency

Strategy

Structured outcome

Index tracked

Cboe Bitcoin US ETF Index

What it actually holds

By weight

Concentration

Top 9 holdings = 100.1% of fundconcentrated

CBOE GLOBAL MARKETS, INC.XSP 1 P2784.56
1462.2%
CBOE GLOBAL MARKETS, INC.MBTX 1 P181.12
19.8%
CBOE GLOBAL MARKETS, INC.MBTX 1 C245.04
4.4%
Dreyfus Government Cash Management Funds
2.9%
CBOE GLOBAL MARKETS, INC.XSP 1 C2784.56
0.0%
CBOE GLOBAL MARKETS, INC.XSP 1 C2610.53
0.0%
CBOE GLOBAL MARKETS, INC.MBTX 1 C272.87
-3.0%
CBOE GLOBAL MARKETS, INC.MBTX 1 P245.04
-44.3%
CBOE GLOBAL MARKETS, INC.XSP 1 P2610.53
-1342.0%

Asset allocation

Stocks
97.1%
Cash
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-16.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide returns that match the price return of bitcoin up to a cap of 28.06% while limiting losses to 15%.
Strategy
Invests primarily in options and U.S. Treasury securities to provide exposure to bitcoin, aiming for a maximum loss of 15% and a cap of 28.06% over the Target Outcome Period. The strategy utilizes the Cboe Bitcoin U.S. ETF Index as the reference asset.
Inception date
January 9, 2026
Fund family
First Trust

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04