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FTHIFirst Trust BuyWrite Income ETF

Get income12y track recordRanked #507 of 1,706 in this goal

Provides current income and seeks capital appreciation.

By First Trust · Launched 2014

Annual Cost

0.75%

#4,069 of 6,040 · expensive

Fund Size

$2.5B

#694 of 6,040 · large

Return (1Y)

+10.1%

Track Record

12 years

#1,149 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,913+9.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Concentration

Top 10 holdings = 31.2% of funddiversified

Apple Inc.
6.7%
NVIDIA Corp.
5.1%
Dreyfus Government Cash Management Funds
3.9%
JPMorgan Chase & Co.
2.5%
Costco Wholesale Corporation
2.5%
Bank of America Corp.
2.2%
Berkshire Hathaway Inc.
2.2%
Amazon.com, Inc.
2.1%
Microsoft Corp.
2.0%
Johnson & Johnson
2.0%

Asset allocation

Stocks
97.4%
Cash
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.7%Low

Year-on-year price swings

Max drawdown
-32.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.84Decent risk-adjusted returns
Sortino (3Y)
1.22Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Provides current income and seeks capital appreciation.
Strategy
Invests primarily in equity securities listed on U.S. exchanges and employs an option strategy of writing U.S. exchange-traded call options on the S&P 500 Index to generate additional cash flow. The Fund may invest in various market capitalizations and has significant investments in information technology companies.
Inception date
January 6, 2014
Fund family
First Trust

Next steps

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Data updated on 2026-09-18