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

HHM Wealth 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
2023 Q4	–	Sell	-230	Closed	-$7.61K	–	753
2023 Q3	$7.61K	Hold	230	–	–	﹤0.01%	556
2023 Q2	$7.83K	Hold	230	–	–	﹤0.01%	580
2023 Q1	$7.39K	Hold	230	–	–	﹤0.01%	573
2022 Q4	$7.16K	Hold	230	–	–	﹤0.01%	491
2022 Q3	$7K	Hold	230	–	–	﹤0.01%	483
2022 Q2	$7K	Hold	230	–	–	﹤0.01%	590
2022 Q1	$8K	Hold	230	–	–	﹤0.01%	561
2021 Q4	$8K	Hold	230	–	–	﹤0.01%	526
2021 Q3	$8K	Buy	+230	New	+$7.92K	﹤0.01%	506

Other funds holding DAUG

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

CAN

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HHM Wealth Advisors's DAUG Position: Q4 2023 in Review

HHM Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2023, closing a stake of 230 shares — an estimated $7.61K sold.

HHM Wealth Advisors first reported a position in DAUG in Q3 2021 and held it in 9 quarters. The position peaked at $8K in Q1 2022. 92 funds tracked by Wall St. Rank hold DAUG as of Q4 2023.

HHM Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 230 FT Vest US Equity Deep Buffer ETF August shares in Q4 2023, an estimated $7.61K.
HHM Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2021 and held it in 9 quarters.
HHM Wealth Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $8K in Q1 2022.
92 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.