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Ifrah Financial Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Ifrah Financial Services’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
2024
Q1 		– Sell
-17,643
Closed -$625K – 213
2023
Q4 		$625K Buy
17,643
+3,590
+26% +$122K 0.18% 91
2023
Q3 		$465K Sell
14,053
-67
-0.5% -$2.27K 0.14% 112
2023
Q2 		$481K Buy
14,120
+257
+2% +$8.37K 0.15% 113
2023
Q1 		$445K Buy
+13,863
New +$439K 0.14% 115

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ifrah Financial Services's DAUG Position: Q1 2024 in Review

Ifrah Financial Services sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2024, closing a stake of 17,643 shares — an estimated $625K sold.

Ifrah Financial Services first reported a position in DAUG in Q1 2023 and held it in 4 quarters. The position peaked at $625K in Q4 2023. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2024.

  • Ifrah Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2024 after selling out during the quarter.
  • Ifrah Financial Services sold 17,643 FT Vest US Equity Deep Buffer ETF August shares in Q1 2024, an estimated $625K.
  • Ifrah Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2023 and held it in 4 quarters.
  • Ifrah Financial Services's FT Vest US Equity Deep Buffer ETF August position peaked at $625K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2024.

Based on Ifrah Financial Services's 13F filing for Q1 2024, filed 6 May 2024.