FWM
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Foguth Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Foguth Wealth Management’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 		$1.35M Sell
28,962
-5,554
-16% -$246K 0.16% 74
2025
Q4 		$1.53M Buy
+34,516
New +$1.52M 0.24% 66
2025
Q2 		$1.77M Sell
42,581
-93,432
-69% -$3.69M 0.38% 51
2025
Q1 		$5.28M Sell
136,013
-44,399
-25% -$1.77M 1.28% 26
2024
Q4 		$7.29M Sell
180,412
-16,374
-8% -$648K 1.91% 16
2024
Q3 		$7.68M Buy
196,786
+69,463
+55% +$2.66M 2.79% 8
2024
Q2 		$4.82M Buy
127,323
+13,765
+12% +$513K 2.12% 16
2024
Q1 		$4.2M Buy
+113,558
New +$4.11M 2.25% 13

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return