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Wintrust Investments’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Wintrust Investments’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
-68,166
Closed -$2.19M – 432
2023
Q1 		$2.19M Buy
+68,166
New +$2.16M 0.28% 71

Other funds holding DAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

Wintrust Investments's DAUG Position: Q2 2023 in Review

Wintrust Investments sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2023, closing a stake of 68,166 shares — an estimated $2.19M sold.

Wintrust Investments first reported a position in DAUG in Q1 2023 and held it in 1 quarter. The position peaked at $2.19M in Q1 2023. 91 funds tracked by Wall St. Rank hold DAUG as of Q2 2023.

  • Wintrust Investments reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2023 after selling out during the quarter.
  • Wintrust Investments sold 68,166 FT Vest US Equity Deep Buffer ETF August shares in Q2 2023, an estimated $2.19M.
  • Wintrust Investments first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2023 and held it in 1 quarter.
  • Wintrust Investments's FT Vest US Equity Deep Buffer ETF August position peaked at $2.19M in Q1 2023.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2023.

Based on Wintrust Investments's 13F filing for Q2 2023, filed 10 Aug 2023.