MWM
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Modern Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Modern Wealth 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
2025
Q1 		– Sell
-7,220
Closed -$286K – 682
2024
Q4 		$286K Buy
+7,220
New +$286K 0.01% 466

Other funds holding DAUG

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Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Modern Wealth Management's DAUG Position: Q1 2025 in Review

Modern Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2025, closing a stake of 7,220 shares — an estimated $286K sold.

Modern Wealth Management first reported a position in DAUG in Q4 2024 and held it in 1 quarter. The position peaked at $286K in Q4 2024. 96 funds tracked by Wall St. Rank hold DAUG as of Q1 2025.

  • Modern Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2025 after selling out during the quarter.
  • Modern Wealth Management sold 7,220 FT Vest US Equity Deep Buffer ETF August shares in Q1 2025, an estimated $286K.
  • Modern Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2024 and held it in 1 quarter.
  • Modern Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $286K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2025.

Based on Modern Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.