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Next Financial Group’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Next Financial Group’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
2021
Q4 		$127K Buy
3,582
+694
+24% +$24.2K 0.01% 1065
2021
Q3 		$99K Buy
+2,888
New +$99.5K 0.01% 1109

Other funds holding DAUG

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Next Financial Group's DAUG Position: Q4 2021 in Review

Next Financial Group increased its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 24% in Q4 2021, buying an estimated $24.2K and bringing the position to 3,582 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1065.

Next Financial Group first reported a position in DAUG in Q3 2021 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold DAUG as of Q4 2021.

  • Next Financial Group held 3,582 shares of FT Vest US Equity Deep Buffer ETF August worth $127K as of Q4 2021.
  • Next Financial Group bought 694 FT Vest US Equity Deep Buffer ETF August shares in Q4 2021, an estimated $24.2K.
  • FT Vest US Equity Deep Buffer ETF August made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1065 holding.
  • Next Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2021 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.