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Milestone Asset Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Milestone Asset Management’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
-7,234
Closed -$239K – 91
2023
Q3 		$239K Buy
+7,234
New +$246K 0.08% 71

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Milestone Asset Management's DAUG Position: Q4 2023 in Review

Milestone Asset Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2023, closing a stake of 7,234 shares — an estimated $239K sold.

Milestone Asset Management first reported a position in DAUG in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 92 funds tracked by Wall St. Rank hold DAUG as of Q4 2023.

  • Milestone Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2023 after selling out during the quarter.
  • Milestone Asset Management sold 7,234 FT Vest US Equity Deep Buffer ETF August shares in Q4 2023, an estimated $239K.
  • Milestone Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2023 and held it in 1 quarter.
  • Milestone Asset Management's FT Vest US Equity Deep Buffer ETF August position peaked at $239K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2023.

Based on Milestone Asset Management's 13F filing for Q4 2023, filed 23 Jan 2024.