Skip to content

QSPTFT Vest Nasdaq-100 Buffer ETF – September

Stay safeGrow my money5y track recordRanked #116 of 387 in this goal

Seeks to provide returns that match the price return of the Invesco QQQ Trust up to a cap of 16.97% while providing a buffer against the first 10% of losses.

By First Trust · Launched 2021

Annual Cost

0.90%

#4,877 of 6,040 · expensive

Fund Size

$649M

#1,459 of 6,040 · large

Return (1Y)

+16.3%

Track Record

5 years

#2,424 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,616+16.2%

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 = 104.3% of fundconcentrated

CBOE GLOBAL MARKETS, INC.QQQ 9 C5.98
88.1%
CBOE GLOBAL MARKETS, INC.QQQ 9 C5.98
5.5%
CBOE GLOBAL MARKETS, INC.QQQ 9 P599.34
4.8%
CBOE GLOBAL MARKETS, INC.QQQ 9 C5.98
4.0%
Dreyfus Government Cash Management Funds
0.8%
CBOE GLOBAL MARKETS, INC.QQQ 9 C5.98
0.6%
CBOE GLOBAL MARKETS, INC.QQQ 9 P599.34
0.3%
CBOE GLOBAL MARKETS, INC.QQQ 9 P599.34
0.2%
CBOE GLOBAL MARKETS, INC.QQQ 9 P599.34
0.0%
CBOE GLOBAL MARKETS, INC.QQQ 9 C701.05
-0.0%

Asset allocation

Stocks
99.7%
Cash
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.1%Moderate

Year-on-year price swings

Max drawdown
-22.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.12Strong risk-adjusted returns
Sortino (3Y)
1.69Good downside protection

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 16.97% while providing a buffer against the first 10% of losses.
Strategy
Invests in FLEX Options referencing the Invesco QQQ Trust to provide a buffer against the first 10% of losses and upside participation up to a cap of 16.97%. Employs a target outcome strategy over the defined period from September 22, 2025 to September 18, 2026.
Inception date
September 17, 2021
Fund family
First Trust

Next steps

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

Data updated on 2026-09-18