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Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Summit Financial Wealth Advisors’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
2023
Q3 		– Sell
-7,857
Closed -$267K – 123
2023
Q2 		$267K Sell
7,857
-1,374,388
-99% -$44.7M 0.06% 105
2023
Q1 		$44.4M Buy
+1,382,245
New +$43.8M 10.53% 1

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial Wealth Advisors's DAUG Position: Q3 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2023, closing a stake of 7,857 shares — an estimated $267K sold.

Summit Financial Wealth Advisors first reported a position in DAUG in Q1 2023 and held it in 2 quarters. The position peaked at $44.4M in Q1 2023. 89 funds tracked by Wall St. Rank hold DAUG as of Q3 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 7,857 FT Vest US Equity Deep Buffer ETF August shares in Q3 2023, an estimated $267K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2023 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $44.4M in Q1 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.