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

Foundations Investment 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
2026
Q1 		$220K Buy
5,055
+537
+12% +$23.8K ﹤0.01% 1071
2025
Q4 		$200K Buy
+4,518
New +$198K ﹤0.01% 1067
2023
Q4 		– Sell
-10,301
Closed -$341K – 676
2023
Q3 		$341K Buy
+10,301
New +$350K 0.01% 485
2022
Q3 		– Sell
-6,176
Closed -$200K – 403
2022
Q2 		$200K Buy
+6,176
New +$206K 0.01% 371

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 $659M AUM 41.82% 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 $377B 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 $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors's DAUG Position: Q1 2026 in Review

Foundations Investment Advisors increased its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 12% in Q1 2026, buying an estimated $23.8K and bringing the position to 5,055 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Foundations Investment Advisors first reported a position in DAUG in Q2 2022 and has held it in 4 quarters since. The position peaked at $341K in Q3 2023. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

  • Foundations Investment Advisors held 5,055 shares of FT Vest US Equity Deep Buffer ETF August worth $220K as of Q1 2026.
  • Foundations Investment Advisors bought 537 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $23.8K.
  • FT Vest US Equity Deep Buffer ETF August made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1071 holding.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2022 and has held it in 4 quarters since.
  • Foundations Investment Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $341K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.