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FGSIFT Vest Growth Strength & Target Income ETF

Get incomeNewRanked #1,535 of 1,628 in this goal

Seeks current income with a secondary objective of capital appreciation.

By First Trust · Launched 2025

Annual Cost

0.85%

#4,345 of 5,573 · expensive

Fund Size

$3M

#5,234 of 5,573 · small

Dividend YieldGoal

Track Record

12 months

#4,526 of 5,573 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,854+8.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

The Growth Strength Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.9% of fundwell diversified

Meta Platforms Inc
2.3%
Micron Technology Inc
2.3%
Arista Networks Inc
2.2%
Monolithic Power Systems Inc
2.2%
Baker Hughes Co
2.2%
Trane Technologies PLC
2.2%
Fortinet Inc
2.2%
Arch Capital Group Ltd
2.1%
Dexcom Inc
2.1%
Northrop Grumman Corp
2.1%

Asset allocation

Stocks
99.7%
Cash
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.2%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
NASDAQ Global Select Market

Full fund details

Objective
Seeks current income with a secondary objective of capital appreciation.
Strategy
Invests primarily in U.S. equity securities to track The Growth Strength Index and employs a call option strategy on the S&P 500 Index. Aims to generate income through dividends and option premiums, targeting an annual distribution rate above the S&P 500 Index's yield.
Inception date
June 25, 2025
Fund family
First Trust

Our take

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

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_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 2026-06-20