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BFJAFT Vest Bitcoin Strategy Floor1

Take a betNewRanked #757 of 775 in this goal

Seeks to match Bitcoin price returns with a cap of 28.06% and a floor limiting losses to 15% over the Target Outcome Period.

By First Trust · Launched 2026

Annual Cost

0.90%

#4,535 of 5,562 · expensive

Fund Size

$0.9M

#5,476 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

5 months

#5,158 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,482-15.2%

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

Classification

How Beacon categorizes this fund

Asset class

Cryptocurrency

Strategy

Structured outcome

Index tracked

CME CF Bitcoin Reference Rate - New York Variant

What it actually holds

By weight

Asset allocation

Stocks
97.3%
Cash
2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-15.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to match Bitcoin price returns with a cap of 28.06% and a floor limiting losses to 15% over the Target Outcome Period.
Strategy
Invests primarily in options referencing the Bitcoin Reference Instrument and short-term U.S. Treasury securities to achieve a target outcome strategy. The Fund aims to provide returns matching Bitcoin's performance up to a cap while limiting losses to 15%.
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

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

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 2026-06-19