CFC Planning Company’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

CFC Planning Company’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
2026 Q1	$832K	Sell	19,096 -1,017	-5%	-$45.1K	0.59%	45
2025 Q4	$892K	Sell	20,113 -781	-4%	-$34.3K	0.68%	41
2025 Q3	$912K	Buy	+20,894	New	+$892K	0.75%	32

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CFC Planning Company's DAUG Position: Q1 2026 in Review

CFC Planning Company reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 5.1% in Q1 2026, selling an estimated $45.1K and leaving 19,096 shares worth $832K. The position accounts for 0.59% of the portfolio, ranked #45.

CFC Planning Company first reported a position in DAUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $912K in Q3 2025. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

CFC Planning Company held 19,096 shares of FT Vest US Equity Deep Buffer ETF August worth $832K as of Q1 2026.
CFC Planning Company sold 1,017 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $45.1K.
FT Vest US Equity Deep Buffer ETF August made up 0.59% of CFC Planning Company's portfolio in Q1 2026, its #45 holding.
CFC Planning Company first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2025 and has held it in 3 quarters since.
CFC Planning Company's FT Vest US Equity Deep Buffer ETF August position peaked at $912K in Q3 2025.
112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.