Cary Street Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DNOV Stock Details DNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,489	Closed	-$81.3K	–	1692
2022 Q4	$81.3K	Sell	2,489 -60,224	-96%	-$1.98M	0.01%	632
2022 Q3	$2.04M	Sell	62,713 -591	-0.9%	-$19.4K	0.17%	145
2022 Q2	$2.05M	Buy	63,304 +34,243	+118%	+$1.14M	0.17%	139
2022 Q1	$1.01M	Buy	+29,061	New	+$999K	0.28%	106

Other funds holding DNOV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Cary Street Partners Investment Advisory's DNOV Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2023, closing a stake of 2,489 shares — an estimated $81.3K sold.

Cary Street Partners Investment Advisory first reported a position in DNOV in Q1 2022 and held it in 4 quarters. The position peaked at $2.05M in Q2 2022. 87 funds tracked by Wall St. Rank hold DNOV as of Q1 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,489 FT Vest US Equity Deep Buffer ETF November shares in Q1 2023, an estimated $81.3K.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF November position peaked at $2.05M in Q2 2022.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.