Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.67% 467.71M 228236.9
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 0.00% 212.26M Upgrade

Basic Info

Investment Strategy
The Fund seeks to deliver participation in the price returns of the SPDR Gold Trust while providing a consistent level of income. The Fund will invest in US Treasury securities and in the shares of a wholly-owned subsidiary that holds FLexible Exchange Options that reference the performance of the Underlying ETF.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 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)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-2.37%
9.22%
19.39%
53.25%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.32%
--
--
--
--
--
--
--
--
--
17.81%
9.05%
10.77%
-7.38%
21.73%
18.41%
14.46%
--
19.03%
14.71%
14.97%
-8.14%
21.13%
12.36%
15.11%
As of December 27, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 12.95%
Stock 0.00%
Bond 131.3%
Convertible 0.00%
Preferred 0.00%
Other -44.24%
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Basic Info

Investment Strategy
The Fund seeks to deliver participation in the price returns of the SPDR Gold Trust while providing a consistent level of income. The Fund will invest in US Treasury securities and in the shares of a wholly-owned subsidiary that holds FLexible Exchange Options that reference the performance of the Underlying ETF.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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