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

Next Financial Group’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$52K Hold
1,347
– – ﹤0.01% 1455
2021
Q3 		$49K Buy
+1,347
New +$50K ﹤0.01% 1412

Other funds holding FAUG

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Next Financial Group held its FT Vest US Equity Buffer ETF August (FAUG) position steady in Q4 2021 at 1,347 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Next Financial Group first reported a position in FAUG in Q3 2021 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold FAUG as of Q4 2021.

  • Next Financial Group held 1,347 shares of FT Vest US Equity Buffer ETF August worth $52K as of Q4 2021.
  • Next Financial Group left its FT Vest US Equity Buffer ETF August share count unchanged in Q4 2021.
  • FT Vest US Equity Buffer ETF August made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1455 holding.
  • Next Financial Group first reported a position in FT Vest US Equity Buffer ETF August in Q3 2021 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q4 2021.

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