Cedar Brook Financial Partners’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Cedar Brook Financial Partners’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
2022 Q2	–	Sell	-9,167	Closed	-$320K	–	355
2022 Q1	$320K	Hold	9,167	–	–	0.08%	263
2021 Q4	$324K	Sell	9,167 -1,982	-18%	-$69.2K	0.08%	260
2021 Q3	$380K	Hold	11,149	–	–	0.11%	207
2021 Q2	$383K	Sell	11,149 -10,447	-48%	-$357K	0.11%	219
2021 Q1	$729K	Hold	21,596	–	–	0.25%	99
2020 Q4	$715K	Hold	21,596	–	–	0.25%	104
2020 Q3	$687K	Sell	21,596 -44	-0.2%	-$1.39K	0.27%	102
2020 Q2	$659K	Buy	+21,640	New	+$643K	0.29%	102

Other funds holding DAUG

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

APA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Cedar Brook Financial Partners's DAUG Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2022, closing a stake of 9,167 shares — an estimated $320K sold.

Cedar Brook Financial Partners first reported a position in DAUG in Q2 2020 and held it in 8 quarters. The position peaked at $729K in Q1 2021. 66 funds tracked by Wall St. Rank hold DAUG as of Q2 2022.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,167 FT Vest US Equity Deep Buffer ETF August shares in Q2 2022, an estimated $320K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2020 and held it in 8 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Deep Buffer ETF August position peaked at $729K in Q1 2021.
66 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.