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QCJAFT Vest Nasdaq-100 Conservative Buffer ETF - January

Stay safeGrow my money1y track recordRanked #251 of 387 in this goal

Seeks to provide returns that match the price return of the Invesco QQQ Trust up to a cap of 12.08% while providing a buffer against the first 20% of losses.

By First Trust · Launched 2025

Annual Cost

0.90%

#4,877 of 6,040 · expensive

Fund Size

$83M

#3,259 of 6,040 · mid-size

Return (1Y)

+11.6%

Track Record

1 year

#4,023 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,158+11.6%

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

Nasdaq-100 Index

Holdings

By weight

Concentration

Top 10 holdings = 105.9% of fundconcentrated

CBOE GLOBAL MARKETS, INC.QQQ 1 C6.2
53.1%
CBOE GLOBAL MARKETS, INC.QQQ 1 C6.2
33.5%
CBOE GLOBAL MARKETS, INC.QQQ 1 C6.2
7.7%
CBOE GLOBAL MARKETS, INC.QQQ 1 P621.25
4.4%
CBOE GLOBAL MARKETS, INC.QQQ 1 P621.25
2.8%
CBOE GLOBAL MARKETS, INC.QQQ 1 C6.2
2.7%
Dreyfus Government Cash Management Funds
1.1%
CBOE GLOBAL MARKETS, INC.QQQ 1 P621.25
0.6%
CBOE GLOBAL MARKETS, INC.QQQ 1 P621.25
0.2%
CBOE GLOBAL MARKETS, INC.QQQ 1 P497
-0.1%

Asset allocation

Stocks
99.3%
Cash
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.1%Low

Year-on-year price swings

Max drawdown
-10.7%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 returns that match the price return of the Invesco QQQ Trust up to a cap of 12.08% while providing a buffer against the first 20% of losses.
Strategy
Invests in FLEX Options referencing the Invesco QQQ Trust to provide a buffer against the first 20% of losses and upside participation up to a cap of 12.08%. Employs a target outcome strategy over the defined period from January 20, 2026 to January 15, 2027.
Inception date
January 16, 2025
Fund family
First Trust

Next steps

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Data updated on 2026-09-18