FTFI yields 0.97% · JEPQ yields 11.10%● Live data
📍 FTFI pulled ahead of the other in Year 7
Combined, FTFI + JEPQ cover 0 of 12 months — good coverage
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First Berlin Bancorp Inc. operates as the banking holding company for Fortifi Bank that provides a range of banking products and services for businesses and consumers. It offers checking and savings accounts, and certificates of deposit, as well as personal loans, home loans, auto loans, and business credit and loans. The company also provides debit and credit cards, treasury management, online and mobile banking, and wealth management services. Its financial centers are located in Berlin, Green Bay, Green Lake, Montello, Omro, Oshkosh, Ripon, Waunakee, and Winneconne. The company was founded in 1876 and is based in Berlin, Wisconsin.
Full FTFI Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.