RPg Family Wealth Advisory’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

RPg Family Wealth 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
2020 Q4	–	Sell	-29,387	Closed	-$935K	–	291
2020 Q3	$935K	Buy	29,387 +1,734	+6%	+$54.7K	0.49%	55
2020 Q2	$842K	Buy	+27,653	New	+$821K	0.51%	57

Other funds holding DAUG

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RPg Family Wealth Advisory's DAUG Position: Q4 2020 in Review

RPg Family Wealth Advisory sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2020, closing a stake of 29,387 shares — an estimated $935K sold.

RPg Family Wealth Advisory first reported a position in DAUG in Q2 2020 and held it in 2 quarters. The position peaked at $935K in Q3 2020. 46 funds tracked by Wall St. Rank hold DAUG as of Q4 2020.

RPg Family Wealth Advisory reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 29,387 FT Vest US Equity Deep Buffer ETF August shares in Q4 2020, an estimated $935K.
RPg Family Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2020 and held it in 2 quarters.
RPg Family Wealth Advisory's FT Vest US Equity Deep Buffer ETF August position peaked at $935K 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 RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.