First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - July
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- First Trust Exchange-Traded Fund VIII – FT Vest U.S. Equity Max Buffer ETF – July (NYSE Arca: JULM) is a U.S.-registered exchange-traded fund designed to provide a defined-outcome investment strategy linked to the price performance of the SPDR S&P 500 ETF Trust. The fund seeks, before fees and expenses, to match the underlying ETF’s price return up to a predetermined upside cap while seeking to provide the maximum available buffer against underlying ETF losses over an approximately one-year outcome period. The fund resets its outcome parameters annually in July and principally obtains exposure through FLEX Options and other options on the SPDR S&P 500 ETF Trust, rather than through direct ownership of the underlying ETF’s portfolio securities. JULM is part of the FT Vest U.S. Equity Max Buffer ETF series, which offers investors an equity-linked, downside-buffered alternative for use by financial advisers, institutional investors and other market participants seeking defined exposure to large-cap U.S. equities. Its primary services consist of: exchange-traded access to a capped-upside and buffered-downside S&P 500-linked strategy; annual July outcome-period exposure; options-based portfolio implementation; daily liquidity through exchange trading; and portfolio transparency customary for exchange-traded funds. The fund’s results are subject to its annual cap, the buffer applicable to each outcome period, the timing of an investor’s purchase and sale, fund expenses, option-market conditions, and potential premiums or discounts between market price and net asset value. The fund commenced operations on July 24, 2024. It is a series of First Trust Exchange-Traded Fund VIII and is advised by First Trust Advisors L.P., with First Trust Portfolios L.P. serving as distributor. First Trust Advisors L.P. is headquartered at 120 East Liberty Drive, Suite 400, Wheaton, Illinois, United States. The fund is marketed primarily in the United States and is listed for secondary-market trading under the JULM ticker. Recent developments include the fund’s continuing annual July reset of its defined-outcome exposure, which establishes a new one-year upside cap and downside-buffer structure through the purchase and sale of options on the SPDR S&P 500 ETF Trust. As of September 2026, reported assets under management were approximately $30.6 million, and the fund reported an expense ratio of 0.85%. No separate recent acquisition, financing transaction, corporate reorganization, or material strategic partnership specific to JULM was identified in the reviewed public information; the principal recent operational development is the ongoing renewal of its annual July options-based outcome period.