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WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-17,953
Closed -$577K – 1291
2023
Q1 		$577K Sell
17,953
-3,031
-14% -$96K 0.07% 179
2022
Q4 		$679K Buy
+20,984
New +$653K 0.05% 214
2022
Q1 		$1.46M Sell
43,744
-4,178
-9% -$144K 0.1% 136
2021
Q4 		$1.67M Sell
47,922
-1,723
-3% -$60.1K 0.11% 133
2021
Q3 		$1.74M Sell
49,645
-430
-0.9% -$14.8K 0.12% 128
2021
Q2 		$1.73M Buy
50,075
+9,978
+25% +$341K 0.12% 117
2021
Q1 		$1.36M Sell
40,097
-8,561
-18% -$285K 0.11% 124
2020
Q4 		$1.62M Buy
48,658
+24,436
+101% +$794K 0.14% 109
2020
Q3 		$790K Buy
24,222
+9,660
+66% +$305K 0.08% 143
2020
Q2 		$462K Sell
14,562
-529,378
-97% -$15.7M 0.05% 194
2020
Q1 		$15.9M Buy
+543,940
New +$16.3M 2.07% 11

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AWM
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return