Valmark Advisers
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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
2026
Q3 		$757K Buy
+15,912
New +$753K 0.01% 424
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Hartford Financial Management
Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Valmark Advisers's DAUG Position: Q3 2026 in Review

Valmark Advisers opened a new position in FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2026: 15,912 shares worth $757K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in DAUG as recently as Q3 2024.

Valmark Advisers first reported a position in DAUG in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.94M in Q3 2024. 75 funds tracked by Wall St. Rank hold DAUG as of Q3 2026.

  • Valmark Advisers held 15,912 shares of FT Vest US Equity Deep Buffer ETF August worth $757K as of Q3 2026.
  • FT Vest US Equity Deep Buffer ETF August was a new Valmark Advisers position in Q3 2026.
  • FT Vest US Equity Deep Buffer ETF August made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #424 holding.
  • Valmark Advisers first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2024 and has held it in 2 quarters since.
  • Valmark Advisers's FT Vest US Equity Deep Buffer ETF August position peaked at $1.94M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.