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Allen Capital Group’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Allen Capital Group’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,570
Closed -$397K – 180
2023
Q1 		$397K Buy
+10,570
New +$388K 0.07% 130

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MW
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TLFA
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OAJ
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allen Capital Group's FNOV Position: Q2 2023 in Review

Allen Capital Group sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2023, closing a stake of 10,570 shares — an estimated $397K sold.

Allen Capital Group first reported a position in FNOV in Q1 2023 and held it in 1 quarter. The position peaked at $397K in Q1 2023. 94 funds tracked by Wall St. Rank hold FNOV as of Q2 2023.

  • Allen Capital Group reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Allen Capital Group sold 10,570 FT Vest US Equity Buffer ETF November shares in Q2 2023, an estimated $397K.
  • Allen Capital Group first reported a position in FT Vest US Equity Buffer ETF November in Q1 2023 and held it in 1 quarter.
  • Allen Capital Group's FT Vest US Equity Buffer ETF November position peaked at $397K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2023.

Based on Allen Capital Group's 13F filing for Q2 2023, filed 24 Jul 2023.