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FT Vest US Equity Deep Buffer ETF August
DAUG

105 hedge funds and large institutions have $179M invested in FT Vest US Equity Deep Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $152M → $179M (+$26.6M)

9.64% more ownership

Funds ownership: 46.42% → 56.06% (+9.6%)

8% more funds holding

Funds holding: 97 → 105 (+8)

73% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 41

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
11
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.81M
2
SG
StoneX Group
New York
+$1.32M
3
CCFM
Clear Creek Financial Management
Washington
+$304K
4
FFS
Founders Financial Securities
Maryland
+$296K
5
HI
Horizon Investments
North Carolina
+$287K

Top Sellers

1
MW
Maia Wealth
Colorado
-$4.98M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.62M
3
VA
Valmark Advisers
Ohio
-$1.94M
4
AWM
AE Wealth Management
Kansas
-$1.01M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1
Wood Tarver Financial Group
Idaho
$21.3M +$21.2M +536,124 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$18.3M -$877K -22,160 -5%
SAW
3
Signal Advisors Wealth
Michigan
$7.37M -$417K -10,531 -5%
FWM
4
Foguth Wealth Management
Michigan
$7.29M -$648K -16,374 -8%
MWM
5
MinichMacGregor Wealth Management
New York
$6.52M +$99.9K +2,525 +2%
PWP
6
Precedent Wealth Partners
Texas
$6.46M – – –
HFM
7
Hartford Financial Management
Connecticut
$6.07M -$146K -3,687 -2%
AA
8
Armis Advisers
Georgia
$5.97M +$5.96M +150,538 New
WW
9
Winnow Wealth
Texas
$5.96M +$5.95M +150,399 New
RFG
10
REAP Financial Group
Texas
$5.9M -$159K -4,007 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.41M -$2.62M -66,211 -33%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.15M -$826K -20,877 -14%
PCG
13
Prosperity Consulting Group
Maryland
$4.86M -$444K -11,214 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.69M -$585K -14,779 -11%
LPL Financial
15
LPL Financial
California
$3.99M -$201K -5,087 -5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.94M -$25.2K -636 -0.6%
KAS
17
Kestra Advisory Services
Texas
$3.22M +$164K +4,144 +5%
AWM
18
AE Wealth Management
Kansas
$2.78M -$1.01M -25,620 -27%
Mariner
19
Mariner
Kansas
$2.77M -$20K -506 -0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.57M -$112K -2,833 -4%
1SB
21
1ST Source Bank
Indiana
$2.55M +$2.3K +58 +0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.28M -$129K -3,247 -5%
OMC
23
Old Mission Capital
Illinois
$1.82M +$1.81M +45,750 New
HAM
24
Hickory Asset Management
Ohio
$1.79M +$1.79M +45,121 New
AAS
25
Ameritas Advisory Services
Nebraska
$1.67M +$218K +5,506 +15%
1
2 3 4 5

DAUG Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF August (DAUG) for Q4 2024, worth a combined $179M — up 17% from $152M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DAUG positions and 10 closed out — a net gain of 10 holders — while 11 added to existing stakes and 41 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.81M. The largest seller was Maia Wealth, exiting entirely with an estimated $4.98M sold.

  • 105 institutional investors held FT Vest US Equity Deep Buffer ETF August (DAUG) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $179M of FT Vest US Equity Deep Buffer ETF August stock for Q4 2024, up 17% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF August positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF August buyer in Q4 2024 was Old Mission Capital, an estimated $1.81M added.
  • The largest FT Vest US Equity Deep Buffer ETF August seller in Q4 2024 was Maia Wealth, an estimated $4.98M sold.

Based on aggregated 13F filings for Q4 2024.