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Valmark Advisers’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-49,623
Closed -$1.94M – 597
2024
Q3 		$1.94M Buy
+49,623
New +$1.9M 0.03% 201

Other funds holding DAUG

WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Valmark Advisers's DAUG Position: Q4 2024 in Review

Valmark Advisers sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2024, closing a stake of 49,623 shares — an estimated $1.94M sold.

Valmark Advisers first reported a position in DAUG in Q3 2024 and held it in 1 quarter. The position peaked at $1.94M in Q3 2024. 105 funds tracked by Wall St. Rank hold DAUG as of Q4 2024.

  • Valmark Advisers reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 49,623 FT Vest US Equity Deep Buffer ETF August shares in Q4 2024, an estimated $1.94M.
  • Valmark Advisers first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2024 and held it in 1 quarter.
  • Valmark Advisers's FT Vest US Equity Deep Buffer ETF August position peaked at $1.94M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.