YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY)

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The YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY) is an actively managed exchange-traded fund designed to deliver current income by strategically allocating its portfolio. It invests in a dynamic mix of five specific YieldMax option income ETFs and the corresponding common stocks those ETFs track. This selection process is orchestrated by Nasdaq Dorsey Wright, a Registered Investment Adviser recognized for its expertise in technical analysis and momentum-driven investment strategies. Each month, the fund undergoes a rebalancing, wherein five YieldMax ETFs and their underlying securities are precisely chosen based on Nasdaq Dorsey Wright's proprietary momentum rating methodology. The portfolio typically maintains a 60% allocation to the income-generating YieldMax ETFs and a 40% allocation to their respective underlying equities. This structural blend aims to combine the enhanced income potential offered by option-based ETF strategies with the direct market participation provided by equity exposure.