|
|
|
Target Outcome Investments®
Target Outcome Investments® are designed to provide investors with a solution to target investment objectives such as limiting downside losses, potential for growth and/or income within a specified time period. First Trust Target Outcome Strategies® provide access to a broad range of asset classes and market sectors and are available at First Trust through exchange-traded funds (ETFs) and unit investment trusts (UITs).
Vest Financial LLC created Target Outcome Strategies® and is the sub-advisor and portfolio manager to the ETFs and serves as the sub-portfolio supervisor to the UITs.
|
Target Outcome Unit Investment Trusts
Trust Name |
Approx. Buffer Level (% of NAV)* |
Reference Asset** |
Approx. Term |
Pre-Ticketing Deadline |
Pricing Date |
Terms |
Vest Small Cap Buffered 20, 5
|
20%
|
IWM
|
15 Months
|
12/06/2024
|
12/09/2024
|
|
Vest Enhanced Large Cap Buffered 15, 22
|
15%
|
SPY
|
15 Months
|
12/10/2024
|
12/11/2024
|
|
Vest Large Cap Deep Buffered 20, 70
|
20%
|
SPY
|
15 Months
|
12/12/2024
|
12/13/2024
|
|
Vest Nasdaq 100 Buffered 20, 17
|
20%
|
QQQ
|
15 Months
|
12/16/2024
|
12/17/2024
|
|
Vest 2-Year Large Cap Buffered 20, 17
|
20%
|
SPY
|
2 Years
|
12/18/2024
|
12/19/2024
|
|
Vest Large Cap Deep Buffered 20, 71
|
20%
|
SPY
|
15 Months
|
12/22/2024
|
12/23/2024
|
|
Vest Large Cap Buffered 10, 73
|
10%
|
SPY
|
15 Months
|
12/26/2024
|
12/27/2024
|
|
Vest Nasdaq 100 Buffered 10, 13
|
10%
|
QQQ
|
15 Months
|
12/30/2024
|
12/31/2024
|
|
Vest Large Cap Deep Buffered 30, 33
|
30%
|
SPY
|
15 Months
|
1/02/2025
|
1/03/2025
|
|
Vest Small Cap Buffered 20, 6
|
20%
|
IWM
|
15 Months
|
1/06/2025
|
1/07/2025
|
|
Vest Large Cap Deep Buffered 20, 72
|
20%
|
SPY
|
15 Months
|
1/09/2025
|
1/10/2025
|
|
Vest Nasdaq 100 Buffered 10, 14
|
10%
|
QQQ
|
15 Months
|
1/13/2025
|
1/14/2025
|
|
Vest Nasdaq 100 Buffered 20, 18
|
20%
|
QQQ
|
15 Months
|
1/15/2025
|
1/16/2025
|
|
Vest Enhanced Large Cap Buffered 15, 23
|
15%
|
SPY
|
15 Months
|
1/20/2025
|
1/21/2025
|
|
Vest 2-Year Large Cap Buffered 20, 18
|
20%
|
SPY
|
2 Years
|
1/22/2025
|
1/23/2025
|
|
Vest Large Cap Deep Buffered 30, 34
|
30%
|
SPY
|
15 Months
|
1/24/2025
|
1/27/2025
|
|
Vest Large Cap Deep Buffered 20, 73
|
20%
|
SPY
|
15 Months
|
1/29/2025
|
1/30/2025
|
|
Vest Large Cap Buffered 10, 74
|
10%
|
SPY
|
15 Months
|
1/31/2025
|
2/3/2025
|
|
Vest Nasdaq 100 Buffered 20, 18
|
20%
|
QQQ
|
15 Months
|
2/6/2025
|
2/7/2025
|
|
Vest Small Cap Buffered 20, 7
|
20%
|
IWM
|
15 Months
|
2/10/2025
|
2/11/2025
|
|
Vest Large Cap Deep Buffered 20, 74
|
20%
|
SPY
|
15 Months
|
2/12/2025
|
2/13/2025
|
|
Vest Enhanced Large Cap Buffered 15, 24
|
15%
|
SPY
|
15 Months
|
2/17/2025
|
2/18/2025
|
|
Vest Large Cap Deep Buffered 30, 35
|
30%
|
SPY
|
15 Months
|
2/19/2025
|
2/20/2025
|
|
Vest Nasdaq 100 Buffered 10, 15
|
10%
|
QQQ
|
15 Months
|
2/21/2025
|
2/24/2025
|
|
Vest Large Cap Buffered 10, 75
|
10%
|
SPY
|
15 Months
|
2/25/2025
|
2/26/2025
|
|
Vest 2-Year Large Cap Buffered 20, 19
|
20%
|
SPY
|
2 Years
|
2/27/2025
|
2/28/2025
|
|
|
|
|
|
|
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
|