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BFXUFT Vest Laddered U.S. Equity Uncapped Accelerator ETF

Grow my moneyNewRanked #2,962 of 3,055 in this goal

Seeks to provide investors with capital appreciation.

By First Trust · Launched 2026

Annual Cost

0.95%

#5,033 of 6,040 · expensive

Fund Size

$2M

#5,569 of 6,040 · small

Return (1Y)

N/A

Track Record

5 months

#5,331 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,285+12.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 4 holdings = 99.8% of fundconcentrated

FT Vest U.S. Eq Uncppd Acceler ETF - JulUXJL
25.0%
FT Vest U.S. Eq Uncppd Acceler ETF - AprUXAP
25.0%
FT Vest U.S. Eq Uncppd Acceler ETF - OctUXOC
24.9%
FT Vest U.S. Eq Uncppd Acceler ETF - JanUXJA
24.9%

Asset allocation

Stocks
97.7%
Cash
2.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide investors with capital appreciation.
Strategy
Invests primarily in U.S. large-cap equity securities to provide capital appreciation with potential for accelerated returns through a laddered portfolio of Underlying ETFs. The Fund's strategy diversifies exposure across multiple target outcome periods to mitigate timing risks.
Inception date
April 6, 2026
Fund family
First Trust

Next steps

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Data updated on 2026-09-18