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

DCM 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
Q4 		– Sell
-16,050
Closed -$547K – 237
2021
Q3 		$547K Hold
16,050
– – 0.21% 126
2021
Q2 		$552K Buy
16,050
+500
+3% +$17.1K 0.31% 98
2021
Q1 		$525K Sell
15,550
-700
-4% -$23.3K 0.31% 110
2020
Q4 		$538K Buy
+16,250
New +$528K 0.31% 95

Other funds holding DAUG

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

DCM Advisors's DAUG Position: Q4 2021 in Review

DCM Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2021, closing a stake of 16,050 shares — an estimated $547K sold.

DCM Advisors first reported a position in DAUG in Q4 2020 and held it in 4 quarters. The position peaked at $552K in Q2 2021. 65 funds tracked by Wall St. Rank hold DAUG as of Q4 2021.

  • DCM Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 16,050 FT Vest US Equity Deep Buffer ETF August shares in Q4 2021, an estimated $547K.
  • DCM Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2020 and held it in 4 quarters.
  • DCM Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $552K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.