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Independent Financial Group’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Independent Financial Group’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,922
Closed -$267K – 910
2023
Q2 		$267K Buy
6,922
+473
+7% +$17.5K 0.02% 688
2023
Q1 		$235K Buy
6,449
+136
+2% +$4.87K 0.02% 714
2022
Q4 		$219K Sell
6,313
-39
-0.6% -$1.35K 0.02% 687
2022
Q3 		$209K Buy
+6,352
New +$225K 0.02% 658

Other funds holding FAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Independent Financial Group's FAUG Position: Q3 2023 in Review

Independent Financial Group sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q3 2023, closing a stake of 6,922 shares — an estimated $267K sold.

Independent Financial Group first reported a position in FAUG in Q3 2022 and held it in 4 quarters. The position peaked at $267K in Q2 2023. 122 funds tracked by Wall St. Rank hold FAUG as of Q3 2023.

  • Independent Financial Group reported no remaining FT Vest US Equity Buffer ETF August position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 6,922 FT Vest US Equity Buffer ETF August shares in Q3 2023, an estimated $267K.
  • Independent Financial Group first reported a position in FT Vest US Equity Buffer ETF August in Q3 2022 and held it in 4 quarters.
  • Independent Financial Group's FT Vest US Equity Buffer ETF August position peaked at $267K in Q2 2023.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.