Skip to content

FGSIFT Vest Growth Strength & Target Income ETF

Get income1y track recordRanked #1,587 of 1,706 in this goal

Seeks current income with a secondary objective of providing capital appreciation.

By First Trust · Launched 2025

Annual Cost

0.85%

#4,678 of 6,040 · expensive

Fund Size

$2M

#5,609 of 6,040 · small

Return (1Y)

+6.0%

Track Record

1 year

#4,439 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,574+5.7%

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

Holdings

By weight

Concentration

Top 10 holdings = 21.6% of funddiversified

EMCOR GROUP INC
2.3%
MONOLITHIC POWER SYSTEMS INC
2.2%
PALO ALTO NETWORKS INC
2.2%
CUMMINS INC
2.2%
CADENCE DESIGN SYSTEMS INC
2.2%
ARISTA NETWORKS INC
2.1%
AMERIPRISE FINANCIAL INC
2.1%
TRANE TECHNOLOGIES PLC
2.1%
APOLLO GLOBAL MANAGEMENT INC
2.1%
FORTINET INC
2.1%

Asset allocation

Stocks
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.6%Moderate

Year-on-year price swings

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 providing capital appreciation.
Strategy
Invests primarily in U.S. exchange-traded equity securities intended to track The Growth Strength TM Index while utilizing an option strategy of writing call options on the S&P 500 Index. Aims to provide distributions from stock dividends and option premiums, targeting an annual rate of approximately 8% over the S&P 500 Index's current yield.
Inception date
June 25, 2025
Fund family
First Trust

Next steps

Save FGSI to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18