Ritter Daniher Financial Advisory’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Ritter Daniher Financial Advisory’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
2026 Q2	$2.21M	Sell	47,252 -6,133	-11%	-$282K	0.34%	34
2026 Q1	$2.33M	Sell	53,385 -10	-0%	-$444	0.39%	31
2025 Q4	$2.37M	Sell	53,395 -320	-0.6%	-$14K	0.4%	32
2025 Q3	$2.34M	Buy	+53,715	New	+$2.29M	0.41%	33

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Ritter Daniher Financial Advisory's DAUG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 11% in Q2 2026, selling an estimated $282K and leaving 47,252 shares worth $2.21M. The position accounts for 0.34% of the portfolio, ranked #34.

Ritter Daniher Financial Advisory first reported a position in DAUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2025. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

Ritter Daniher Financial Advisory held 47,252 shares of FT Vest US Equity Deep Buffer ETF August worth $2.21M as of Q2 2026.
Ritter Daniher Financial Advisory sold 6,133 FT Vest US Equity Deep Buffer ETF August shares in Q2 2026, an estimated $282K.
FT Vest US Equity Deep Buffer ETF August made up 0.34% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #34 holding.
Ritter Daniher Financial Advisory first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's FT Vest US Equity Deep Buffer ETF August position peaked at $2.37M in Q4 2025.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.