Examining, Covered-Call

Examining the Covered-Call Approach of First Trust BuyWrite Income ETF

Published on 09/12/2025 at 07:36 | Redaktion boerse-global.de

Portfolio Composition and Key Holdings

Examining the Covered-Call Approach of First Trust BuyWrite Income ETF Illustration mit AI erstellt übermittelt durch boerse-global.de
Examining the Covered-Call Approach of First Trust BuyWrite Income ETF Illustration mit AI erstellt übermittelt durch boerse-global.de

The First Trust BuyWrite Income ETF (FTHI) employs a dual strategy, investing in a portfolio of US equities while simultaneously executing a covered-call options strategy on the S&P 500 Index. This $1.56 billion fund, which carries an expense ratio of 0.76%, aims to generate consistent monthly income for shareholders through the collection of options premiums.

While the ETF holds 211 individual stocks, its portfolio demonstrates a significant concentration in its largest positions. The top five holdings are:
* Microsoft Corp. (6.82%)
* NVIDIA Corp. (6.63%)
* Apple Inc. (6.12%)
* Amazon.com Inc. (3.56%)
* Meta Platforms Inc. (3.12%)

In total, the ten largest positions account for 37.53% of the fund’s assets. Recent performance among these... Read more...

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