(XMAR) First Trust Exchange Traded - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Defined Outcome
XMAR: Options, ETFs
The First Trust Exchange Traded Fund VIII - Cboe Vest US Equity Enhance and Moderate Buffer ETF (BATS:XMAR) is designed to provide a defined outcome investment strategy. Under normal market conditions, the fund allocates substantially all of its assets in FLEX® Options tied to the performance of the SPDR® S&P 500® ETF Trust. These options are structured to offer enhanced returns while providing a moderate buffer against losses during market downturns. The fund is classified as non-diversified, meaning it can concentrate its investments in a smaller number of securities, which may increase risk.
The funds investment strategy focuses on capital preservation and growth by utilizing a buffered outcome approach. This means that within a specific time frame, the ETF is designed to limit losses to a predetermined level while allowing for participation in potential gains, up to a cap. The use of FLEX® Options allows for precise risk management, aiming to deliver returns that align with the funds stated objectives.
From a technical perspective, XMAR has shown a stable price pattern with key moving averages converging around the 36.64 level. The 20-day, 50-day, and 200-day SMAs are at 36.64, 36.44, and 35.43, respectively, indicating a slight upward trend. The Average True Range (ATR) of 0.11 suggests low volatility, while the average 20-day volume of 16,115 shares reflects moderate trading activity.
Fundamentally, the ETF manages assets under management (AUM) of $167.63 million, which is modest but sufficient for maintaining liquidity in its investment strategy. The funds focus on the S&P 500 ETF provides exposure to the broader U.S. equity market, with the added layer of downside protection through its options strategy.
Over the next three months, XMAR is expected to trade within a narrow range, with potential resistance at $37.50 and support at $35.80. The convergence of moving averages and low ATR suggest limited volatility, with the price likely to remain near its current level of $36.64. The funds performance will closely track the S&P 500 ETF, with the buffered outcome feature mitigating downside risks during any market corrections. The moderate AUM and stable volume indicate that liquidity will remain adequate, supporting efficient trading without significant price impact.
Additional Sources for XMAR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XMAR ETF Overview
Market Cap in USD | 168m |
Category | Defined Outcome |
TER | 0.85% |
IPO / Inception | 2023-03-17 |
XMAR ETF Ratings
Growth 5y | 59.3% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -0.24 |
Analysts | - |
Fair Price Momentum | 35.45 USD |
Fair Price DCF | - |
XMAR Dividends
No Dividends PaidXMAR Growth Ratios
Growth Correlation 3m | 81.3% |
Growth Correlation 12m | 98.3% |
Growth Correlation 5y | 99.3% |
CAGR 5y | 11.10% |
CAGR/Max DD 5y | 3.35 |
Sharpe Ratio 12m | 1.34 |
Alpha | 4.45 |
Beta | 0.27 |
Volatility | 6.38% |
Current Volume | 55.6k |
Average Volume 20d | 13.8k |
As of March 16, 2025, the stock is trading at USD 36.75 with a total of 55,594 shares traded.
Over the past week, the price has changed by +0.34%, over one month by +0.20%, over three months by +1.46% and over the past year by +10.43%.
Partly, yes. Based on ValueRay Analyses, First Trust Exchange Traded (BATS:XMAR) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.30 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XMAR as of March 2025 is 35.45. This means that XMAR is currently overvalued and has a potential downside of -3.54%.
First Trust Exchange Traded has no consensus analysts rating.
According to ValueRays Forecast Model, XMAR First Trust Exchange Traded will be worth about 38.7 in March 2026. The stock is currently trading at 36.75. This means that the stock has a potential upside of +5.33%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 38.7 | 5.3% |