(XJUN) First Trust Exchange Traded - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Defined Outcome
XJUN: Options, Equity, Index, ETF
The First Trust Exchange Traded Fund VIII - FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - Jun (BATS:XJUN) is a defined outcome ETF designed to provide a buffered exposure to the S&P 500. It primarily invests in FLEX Options, which are customizable exchange-traded contracts that allow for tailored terms such as strike prices, expiration dates, and option styles. These options are linked to the SPDR® S&P 500® ETF Trust, offering a way to gain exposure to the S&P 500 with defined risk parameters. The fund is non-diversified, meaning it can concentrate its holdings in a limited number of securities, which may increase risk.
As of the latest data, XJUN has an average 20-day volume of 14,531 shares, with a last price of $38.74. Its short-term trend indicators show an SMA20 of $39.17 and an SMA50 of $38.98, while the SMA200 stands at $37.91. The ATR is 0.16, indicating low volatility. The fund manages $160.56 million in assets under management (AUM), placing it in the defined outcome ETF category.
3-Month Forecast: Based on the technical and fundamental data, XJUN is expected to trade within a narrow range. The SMA20 and SMA50 are converging, suggesting potential sideways movement. Support is likely at $37.91 (SMA200), while resistance may form near $39.17 (SMA20). The ATR of 0.16 indicates low volatility, suggesting minimal price fluctuations. The AUM of $160.56 million reflects moderate investor interest, which could support stability. Overall, the fund is expected to maintain its buffered exposure to the S&P 500 with minimal deviation from its current trajectory.
Additional Sources for XJUN ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XJUN ETF Overview
Market Cap in USD | 161m |
Category | Defined Outcome |
TER | 0.85% |
IPO / Inception | 2021-07-12 |
XJUN ETF Ratings
Growth 5y | 67.3% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -3.83 |
Analysts | - |
Fair Price Momentum | 36.88 USD |
Fair Price DCF | - |
XJUN Dividends
No Dividends PaidXJUN Growth Ratios
Growth Correlation 3m | 21.9% |
Growth Correlation 12m | 95.8% |
Growth Correlation 5y | 94.4% |
CAGR 5y | 7.31% |
CAGR/Max DD 5y | 1.13 |
Sharpe Ratio 12m | 0.51 |
Alpha | 0.17 |
Beta | 0.32 |
Volatility | 11.89% |
Current Volume | 29.9k |
Average Volume 20d | 9.2k |
As of March 16, 2025, the stock is trading at USD 38.42 with a total of 29,900 shares traded.
Over the past week, the price has changed by -0.89%, over one month by -2.36%, over three months by -1.14% and over the past year by +6.46%.
Yes. Based on ValueRay Analyses, First Trust Exchange Traded (BATS:XJUN) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 67.29 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XJUN as of March 2025 is 36.88. This means that XJUN is currently overvalued and has a potential downside of -4.01%.
First Trust Exchange Traded has no consensus analysts rating.
According to ValueRays Forecast Model, XJUN First Trust Exchange Traded will be worth about 40.4 in March 2026. The stock is currently trading at 38.42. This means that the stock has a potential upside of +5.1%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 40.4 | 5.1% |