TriaGen Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

TriaGen Wealth Management’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
2024 Q1	–	Sell	-30,290	Closed	-$1.07M	–	167
2023 Q4	$1.07M	Sell	30,290 -3,365	-10%	-$114K	0.51%	56
2023 Q3	$1.11M	Buy	33,655 +1,764	+6%	+$59.9K	0.57%	55
2023 Q2	$1.09M	Sell	31,891 -692	-2%	-$22.5K	0.5%	64
2023 Q1	$1.05M	Buy	32,583 +4,468	+16%	+$142K	0.53%	58
2022 Q4	$875K	Buy	28,115 +1,462	+5%	+$45.5K	0.49%	58
2022 Q3	$799K	Buy	+26,653	New	+$852K	0.44%	62

Other funds holding DAUG

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return

TriaGen Wealth Management's DAUG Position: Q1 2024 in Review

TriaGen Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2024, closing a stake of 30,290 shares — an estimated $1.07M sold.

TriaGen Wealth Management first reported a position in DAUG in Q3 2022 and held it in 6 quarters. The position peaked at $1.11M in Q3 2023. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2024.

TriaGen Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2024 after selling out during the quarter.
TriaGen Wealth Management sold 30,290 FT Vest US Equity Deep Buffer ETF August shares in Q1 2024, an estimated $1.07M.
TriaGen Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2022 and held it in 6 quarters.
TriaGen Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $1.11M in Q3 2023.
88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2024.

Based on TriaGen Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.