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B. Riley Wealth Advisors’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-13,013
Closed -$508K – 1172
2024
Q3 		$508K Sell
13,013
-1,500
-10% -$57.4K 0.01% 740
2024
Q2 		$549K Sell
14,513
-937
-6% -$34.9K 0.01% 772
2024
Q1 		$511K Hold
15,450
– – 0.01% 778
2023
Q4 		$547K Hold
15,450
– – 0.01% 763
2023
Q3 		$511K Sell
15,450
-675
-4% -$22.9K 0.01% 778
2023
Q2 		$549K Sell
16,125
-47,015
-74% -$1.53M 0.01% 805
2023
Q1 		$2.03M Buy
63,140
+11,865
+23% +$376K 0.05% 338
2022
Q4 		$1.6M Sell
51,275
-18,396
-26% -$572K 0.04% 402
2022
Q3 		$2.09M Buy
+69,671
New +$2.23M 0.06% 303
2021
Q2 		– Sell
-24,644
Closed -$833K – 1393
2021
Q1 		$833K Buy
+24,644
New +$822K 0.03% 532

Other funds holding DAUG

WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

B. Riley Wealth Advisors's DAUG Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2024, closing a stake of 13,013 shares — an estimated $508K sold.

B. Riley Wealth Advisors first reported a position in DAUG in Q1 2021 and held it in 10 quarters. The position peaked at $2.09M in Q3 2022. 105 funds tracked by Wall St. Rank hold DAUG as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,013 FT Vest US Equity Deep Buffer ETF August shares in Q4 2024, an estimated $508K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2021 and held it in 10 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $2.09M in Q3 2022.
  • 105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.