PAG
DAUG icon

Private Advisory Group’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Private Advisory 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
2020
Q4 		– Sell
-9,349
Closed -$298K – 118
2020
Q3 		$298K Buy
+9,349
New +$295K 0.12% 94

Other funds holding DAUG

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Private Advisory Group's DAUG Position: Q4 2020 in Review

Private Advisory Group sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2020, closing a stake of 9,349 shares — an estimated $298K sold.

Private Advisory Group first reported a position in DAUG in Q3 2020 and held it in 1 quarter. The position peaked at $298K in Q3 2020. 46 funds tracked by Wall St. Rank hold DAUG as of Q4 2020.

  • Private Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2020 after selling out during the quarter.
  • Private Advisory Group sold 9,349 FT Vest US Equity Deep Buffer ETF August shares in Q4 2020, an estimated $298K.
  • Private Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2020 and held it in 1 quarter.
  • Private Advisory Group's FT Vest US Equity Deep Buffer ETF August position peaked at $298K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2020.

Based on Private Advisory Group's 13F filing for Q4 2020, filed 5 Feb 2021.