AWS
DAUG icon

Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$960K Hold
23,054
– – 0.02% 653
2025
Q1 		$894K Buy
23,054
+4,390
+24% +$175K 0.01% 933
2024
Q4 		$741K Buy
18,664
+340
+2% +$13.5K 0.01% 1045
2024
Q3 		$717K Sell
18,324
-385
-2% -$14.7K 0.01% 1057
2024
Q2 		$708K Buy
18,709
+1,220
+7% +$45.5K 0.01% 1053
2024
Q1 		$647K Hold
17,489
– – 0.01% 1130
2023
Q4 		$620K Sell
17,489
-6,443
-27% -$219K 0.01% 1103
2023
Q3 		$792K Sell
23,932
-775
-3% -$26.3K 0.01% 919
2023
Q2 		$841K Sell
24,707
-340
-1% -$11.1K 0.01% 921
2023
Q1 		$805K Hold
25,047
– – 0.01% 894
2022
Q4 		$779K Sell
25,047
-400
-2% -$12.4K 0.01% 873
2022
Q3 		$763K Buy
25,447
+7,218
+40% +$231K 0.01% 827
2022
Q2 		$589K Sell
18,229
-3,450
-16% -$115K 0.01% 896
2022
Q1 		$757K Buy
+21,679
New +$749K 0.01% 841

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return