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Money Concepts Capital’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Money Concepts Capital’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
-1,643
Closed -$51.1K – 1008
2022
Q4 		$51.1K Buy
+1,643
New +$51.1K ﹤0.01% 1232
2022
Q2 		– Sell
-2,000
Closed -$70K – 1688
2022
Q1 		$70K Buy
+2,000
New +$69.1K ﹤0.01% 1107

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

Money Concepts Capital's DAUG Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2023, closing a stake of 1,643 shares — an estimated $51.1K sold.

Money Concepts Capital first reported a position in DAUG in Q1 2022 and held it in 2 quarters. The position peaked at $70K in Q1 2022. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,643 FT Vest US Equity Deep Buffer ETF August shares in Q1 2023, an estimated $51.1K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Deep Buffer ETF August position peaked at $70K 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.