LMKC
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L.M. Kohn & Company’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

L.M. Kohn & Company’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
Q1 		– Sell
-7,102
Closed -$221K – 224
2022
Q4 		$221K Buy
7,102
+348
+5% +$10.8K 0.1% 190
2022
Q3 		$203K Hold
6,754
– – 0.1% 194
2022
Q2 		$219K Hold
6,754
– – 0.1% 205
2022
Q1 		$236K Buy
+6,754
New +$233K 0.09% 214

Other funds holding DAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.M. Kohn & Company's DAUG Position: Q1 2023 in Review

L.M. Kohn & Company sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2023, closing a stake of 7,102 shares — an estimated $221K sold.

L.M. Kohn & Company first reported a position in DAUG in Q1 2022 and held it in 4 quarters. The position peaked at $236K in Q1 2022. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2023.

  • L.M. Kohn & Company reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 7,102 FT Vest US Equity Deep Buffer ETF August shares in Q1 2023, an estimated $221K.
  • L.M. Kohn & Company first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2022 and held it in 4 quarters.
  • L.M. Kohn & Company's FT Vest US Equity Deep Buffer ETF August position peaked at $236K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2023.

Based on L.M. Kohn & Company's 13F filing for Q1 2023, filed 8 May 2023.