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DAUGDAUG
3 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST

EP Wealth Advisors, LLC holds 7,077 shares of DAUG (FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST), worth $331,538 as of 2026-Q2. The position was increased (+50.6% shares). DAUG represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$331,538

Current Shares

7,077

Total Value Change

+$123,121

Total Shares Change

+2,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,077
+50.6%
$331,5380.0%$46.85
33
2026-Q1
Unchanged
4,700
0.0%
$204,6970.0%$44.42
0
2025-Q4
New
4,700
-
$208,4170.0%$44.51
32

Other major holders of DAUG: OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC

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