BUFT vs. FMCX ETF Comparison

Comparison of FT CBOE Vest Buffered Allocation Defensive ETF (BUFT) to FMC Excelsior Focus Equity ETF (FMCX)
BUFT

FT CBOE Vest Buffered Allocation Defensive ETF

BUFT Description

FT Cboe Vest Buffered Allocation Defensive ETF is an exchange traded fund of fund launched and managed by First Trust Advisors L.P. The fund is co-managed by CBOE Vest Financial LLC. It invests in public equity markets of the United States. The fund invests through other funds in stocks of companies operating across diversified sectors. It invests in growth and value stocks companies across diversified market capitalization. FT Cboe Vest Buffered Allocation Defensive ETF was formed on October 26, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.98

Average Daily Volume

20,304

Number of Holdings *

7

* may have additional holdings in another (foreign) market
FMCX

FMC Excelsior Focus Equity ETF

FMCX Description The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.03

Average Daily Volume

133

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period BUFT FMCX
30 Days 1.39% 3.76%
60 Days 0.62% 0.25%
90 Days 1.24% 3.07%
12 Months 9.79% 17.28%
0 Overlapping Holdings
Symbol Grade Weight in BUFT Weight in FMCX Overlap
BUFT Overweight 7 Positions Relative to FMCX
Symbol Grade Weight
XOCT A 17.24%
XSEP A 15.45%
GOCT A 14.46%
DOCT A 14.35%
XNOV A 13.06%
FOCT A 12.58%
GSEP A 12.58%
BUFT Underweight 52 Positions Relative to FMCX
Symbol Grade Weight
AAPL C -6.93%
UNH A -6.84%
KKR B -6.14%
IAC C -5.35%
AMZN D -5.01%
GDDY C -4.98%
MSFT D -4.79%
LBRDK C -4.24%
LSXMK C -4.22%
GGG D -3.98%
PYPL B -3.9%
MTCH B -3.18%
LSXMA C -1.79%
GOOGL D -1.77%
LBRDA C -1.74%
PG A -1.3%
PM A -1.21%
YUM B -1.18%
CMCSA C -1.13%
MCD A -1.12%
AMGN C -1.11%
KEYS C -1.06%
VUSB A -0.92%
ICSH A -0.92%
GILD A -0.87%
CL A -0.85%
MO A -0.84%
ENTG D -0.82%
ARWR F -0.72%
NKE C -0.68%
HON D -0.6%
DHR B -0.55%
GOOG D -0.5%
BAX A -0.47%
YUMC C -0.42%
MUSA B -0.4%
SPGI A -0.37%
MTX D -0.33%
KEX D -0.33%
EQR B -0.3%
JPM B -0.3%
MUR F -0.25%
V A -0.21%
FWONK C -0.21%
BKNG C -0.19%
FLWS F -0.15%
GD B -0.13%
BATRK C -0.11%
PNR B -0.1%
FWONA C -0.05%
VMEO B -0.03%
BATRA C -0.02%

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