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Beacon

BUFXFT Vest Laddered Enhance & Moderate Buffer ETF

Grow my moneyTake a betNewRanked #696 of 775 in this goal

Seeks to provide investors with capital appreciation.

By First Trust · Launched 2025

Annual Cost

0.96%

#4,788 of 5,562 · expensive

Fund Size

$12M

#4,668 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

12 months

#4,504 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,928+9.3%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Structured outcome

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 83.4% of fundconcentrated

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November
8.4%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
8.3%
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
8.3%

Asset allocation

Stocks
99.1%
Cash
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.9%Mild

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
Cboe BZX

Full fund details

Objective
Seeks to provide investors with capital appreciation.
Strategy
Invests primarily in a laddered portfolio of twelve FT Vest U.S. Equity Enhance & Moderate Buffer ETFs for large-cap equity exposure. This strategy aims to limit downside risk while allowing for potential upside linked to the SPDR S&P 500 ETF Trust (SPY). The laddered approach diversifies investment time periods to mitigate risks associated with individual Underlying ETFs.
Inception date
June 24, 2025
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