Altman Advisors’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Altman Advisors’s Portfolio DAUG Stock Details DAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-28,380	Closed	-$958K	–	81
2021 Q1	$958K	Sell	28,380 -1,897	-6%	-$63.3K	0.62%	70
2020 Q4	$1M	Buy	30,277 +5,079	+20%	+$165K	0.63%	59
2020 Q3	$802K	Buy	+25,198	New	+$794K	0.57%	65
2020 Q2	–	Sell	-10,454	Closed	-$292K	–	69
2020 Q1	$292K	Buy	+10,454	New	+$313K	0.27%	73

Other funds holding DAUG

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CAS

Cascadia Advisory Services Portland, Oregon $493M AUM

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Altman Advisors's DAUG Position: Q2 2021 in Review

Altman Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2021, closing a stake of 28,380 shares — an estimated $958K sold.

Altman Advisors first reported a position in DAUG in Q1 2020 and held it in 4 quarters. The position peaked at $1M in Q4 2020. 38 funds tracked by Wall St. Rank hold DAUG as of Q2 2021.

Altman Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2021 after selling out during the quarter.
Altman Advisors sold 28,380 FT Vest US Equity Deep Buffer ETF August shares in Q2 2021, an estimated $958K.
Altman Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2020 and held it in 4 quarters.
Altman Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $1M in Q4 2020.
38 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2021.

Based on Altman Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.