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Marshall Financial Group (Maryland)’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Marshall Financial Group (Maryland)’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
Q3 		– Sell
-6,026
Closed -$205K – 165
2023
Q2 		$205K Buy
+6,026
New +$196K 0.07% 166

Other funds holding DAUG

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OC
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DAUG Position: Q3 2023 in Review

Marshall Financial Group (Maryland) sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2023, closing a stake of 6,026 shares — an estimated $205K sold.

Marshall Financial Group (Maryland) first reported a position in DAUG in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 89 funds tracked by Wall St. Rank hold DAUG as of Q3 2023.

  • Marshall Financial Group (Maryland) reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,026 FT Vest US Equity Deep Buffer ETF August shares in Q3 2023, an estimated $205K.
  • Marshall Financial Group (Maryland) first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2023 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s FT Vest US Equity Deep Buffer ETF August position peaked at $205K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2023, filed 19 Oct 2023.