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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.00% 51.97M 114.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 96.21% 22.15M Upgrade

Basic Info

Investment Strategy
First Trust Vest U.S. Equity Buffer ETF February seeks to provide the holders of Units (Unitholders) with returns (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate) that match the price return of the SPDR S&P 500 ETF Trust (the Underlying ETF) up to a predetermined upside cap (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate), while providing a buffer against the first 10% (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate) of the decrease in market price of the Underlying ETF, over a period referred to as the Target Outcome Period. The initial Target Outcome Period is the period commencing on the date of initial issuance and listing of a class of Units of the First Trust Vest U.S. Equity Buffer ETF February to on or about Friday, February 19, 2021. Following this initial Target Outcome Period, each subsequent Target Outcome Period will be a period of approximately one year from the third Friday of February of each year to on or about the third Friday of February of the following year.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
14.83%
-7.04%
18.38%
15.93%
11.21%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
--
4.97%
11.32%
10.96%
-10.69%
15.66%
14.11%
11.70%
--
--
--
10.97%
-9.50%
18.38%
11.96%
12.44%
--
--
--
11.05%
-9.44%
16.50%
14.01%
10.19%
-13.40%
29.69%
3.23%
31.02%
-9.09%
13.74%
15.18%
17.17%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.50%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.50%
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Basic Info

Investment Strategy
First Trust Vest U.S. Equity Buffer ETF February seeks to provide the holders of Units (Unitholders) with returns (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate) that match the price return of the SPDR S&P 500 ETF Trust (the Underlying ETF) up to a predetermined upside cap (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate), while providing a buffer against the first 10% (before fees, expenses and taxes and, in respect of the units only, any changes to the Canadian/U.S. dollar exchange rate) of the decrease in market price of the Underlying ETF, over a period referred to as the Target Outcome Period. The initial Target Outcome Period is the period commencing on the date of initial issuance and listing of a class of Units of the First Trust Vest U.S. Equity Buffer ETF February to on or about Friday, February 19, 2021. Following this initial Target Outcome Period, each subsequent Target Outcome Period will be a period of approximately one year from the third Friday of February of each year to on or about the third Friday of February of the following year.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group U.S. Equity
Global Macro Equity North America
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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