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Disclosery

DAUG FIRST TR EXCHNG TRADED FD VI

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FT VEST U.S. (fund)

103 managers (105 13F filers) reported a position in DAUG shares at 2024-12-31, 4,501,298 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
103
13F filers
105
New
8
Added
11
Reduced
42
Sold out
10
Shares held by filers
4,501,298

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wood Tarver Financial Group, LLC536,124$21.3M7.11%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC460,678$18.3M0.03%-22,16013F-HRTimeline
Signal Advisors Wealth, LLC185,645$7.37M0.83%-10,53113F-HRTimeline
Foguth Wealth Management, LLC.180,412$7.29M1.91%-16,37413F-HRTimeline
MinichMacGregor Wealth Management, LLC164,349$6.52M1.35%+2,52513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC162,700$6.46M2.11%013F-HRTimeline
Hartford Financial Management Inc.152,926$6.07M1.24%-3,68713F-HRTimeline
Bison Wealth, LLC150,538$5.97M0.73%13F-HRTimeline
WINNACLE WEALTH LLC150,399$5.96M5.92%13F-HRTimeline
REAP Financial Group, LLC148,801$5.9M1.46%-4,00713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,304$5.41M0.01%-66,21113F-HR/ATimelineGroup
Cetera Investment Advisers129,673$5.15M0.01%-20,87713F-HRTimeline
Prosperity Consulting Group, LLC122,356$4.86M0.37%-11,21413F-HRTimeline
Cambridge Investment Research Advisors,…118,199$4.69M0.02%-14,77913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding100,997$4.01M+4,719Timeline
LPL Financial LLC100,458$3.99M<0.01%-5,08713F-HRTimeline
CWM, LLCin group CWM, LLC99,325$3.94M0.02%-63613F-HRTimelineGroup
AE Wealth Management LLC70,071$2.78M0.02%-25,62013F-HRTimeline
Mariner, LLCin group Mariner, LLC69,732$2.77M<0.01%-50613F-HRTimelineGroup
Janney Montgomery Scott LLC64,698$2.57M0.01%-2,83313F-HRTimeline
1ST SOURCE BANK64,246$2.55M0.15%+5813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,349$2.28M<0.01%-3,24713F-HRTimelineGroup
OLD MISSION CAPITAL LLC45,750$1.82M0.04%new13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.45,121$1.79M1.52%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding42,338$1.68M+5,656Timeline
Spire Wealth Managementin group Spire Wealth Management41,314$1.64M0.05%-56313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,636$1.61M<0.01%13F-HR/ATimelineGroup
Ignite Planners, LLC39,700$1.58M0.35%-1,55313F-HRTimeline
Nova Wealth Management, Inc.39,176$1.55M1.35%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.35,000$1.39M0.21%013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.33,429$1.33M0.07%-3,25613F-HR/ATimelineGroup
Commonwealth Financial Services, LLC32,739$1.3M0.25%-2,25813F-HRTimeline
Integrity Financial Corp /WA31,700$1.26M0.72%+93513F-HRTimeline
Mutual Advisors, LLC31,387$1.25M0.04%-1,19413F-HRTimeline
LifeWealth Investments, LLC31,438$1.25M0.83%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED30,541$1.22M0.11%013F-HRTimeline
Camelot Portfolios, LLC30,440$1.21M1.3%-2,28013F-HRTimeline
Grantvest Financial Group LLC28,207$1.12M1.25%13F-HRTimeline
Sage Capital Advisors,llc24,472$971K0.25%-61613F-HRTimeline
HARBOUR INVESTMENTS, INC.24,004$952K0.03%-1,12513F-HRTimeline
Lunt Capital Management, Inc.23,537$934K0.36%013F-HRTimeline
MML INVESTORS SERVICES, LLC21,148$839K<0.01%+40713F-HRTimeline
Atria Wealth Solutions, Inc.18,664$741K0.01%+34013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC18,453$732K0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,244$684K<0.01%-14513F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC16,958$673K0.29%-93513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,726$624K0.06%+7,48113F-HRTimeline
Horizon Investments, LLC15,507$615K0.02%+7,26213F-HRTimeline
BEACON FINANCIAL GROUP13,996$555K0.06%013F-HRTimeline
Lakeridge Wealth Management LLC13,045$518K0.27%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,015$516K<0.01%-20,40913F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV11,756$474K0.47%-50913F-HRTimeline
AlphaStar Capital Management, LLC11,298$448K0.05%013F-HRTimeline
IFP Advisors, Inc10,816$429K0.01%-21113F-HRTimeline
Schwallier Wealth Management LLC10,780$428K0.33%-3,00013F-HRTimeline
Atria Investments, Inc10,525$418K0.01%-2,04513F-HRTimeline
Sunbelt Securities, Inc.10,344$412K0.04%-43713F-HRTimeline
OneDigital Investment Advisors LLC9,705$385K<0.01%-10013F-HRTimeline
WEALTHGARDEN F.S. LLC9,379$372K0.35%013F-HRTimeline
Mayfair Advisory Group, LLC8,880$352K0.21%013F-HRTimeline
NewEdge Advisors, LLC8,662$344K<0.01%013F-HRTimeline
WMG Financial Advisors, LLC8,304$330K0.14%013F-HRTimeline
WT Wealth Management8,162$324K0.1%013F-HRTimeline
IMG Wealth Management, Inc.7,853$312K0.29%13F-HRTimeline
Clear Creek Financial Management, LLC7,692$305K0.03%new13F-HRTimeline
Modern Wealth Management, LLC7,220$286K0.01%new13F-HR/ATimeline
Strategic Blueprint, LLC7,010$278K0.02%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,870$273K0.19%-10013F-HRTimeline
Meridian Wealth Management, LLC6,630$263K0.01%-5013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,546$260K<0.01%-19013F-HRTimeline
Old Port Advisors6,483$257K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC6,315$251K0.01%-27013F-HRTimeline
HighTower Advisors, LLC6,287$249K<0.01%-5,02113F-HRTimeline
McKinley Carter Wealth Services, Inc.6,080$241K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC6,080$241K0.03%013F-HRTimeline
Trek Financial, LLC5,900$234K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,258$209K<0.01%new13F-HR/ATimeline
Advyzon Investment Management, LLC5,100$202K0.08%13F-HRTimeline
NewEdge Wealth, LLC5,052$200K<0.01%-11,72913F-HRTimeline
UPTICK PARTNERS, LLC5,048$200K0.07%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,808$191K<0.01%-31413F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,261$172K0.01%013F-HRTimeline
MTM Investment Management, LLC3,670$146K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,286$130K0.01%013F-HRTimeline
EPG Wealth Management LLC3,000$119K0.03%-1,00013F-HRTimeline
COMERICA BANK2,279$90.4K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,952$77.5K<0.01%new13F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,832$72.7K0.01%013F-HR/ATimeline
Larson Financial Group LLC1,436$57K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,425$56.5K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,155$45.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,145$45.4K<0.01%+2913F-HRTimeline
Topsail Wealth Management, LLC800$31.7K0.01%13F-HRTimeline
AdvisorNet Financial, Inc650$25.8K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC600$24K0.01%013F-HRTimeline
Farther Finance Advisors, LLC547$21.7K<0.01%-1,00213F-HRTimeline
UBS Group AGin group UBS Group AG504$20K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.500$19.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.334$13.3K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC215$8.53K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC190$7.54K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC8$317<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$42<0.01%-1,93413F-HRTimeline