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Claro Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Claro Advisors’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
Q2 		– Sell
-6,458
Closed -$221K – 381
2023
Q1 		$221K Sell
6,458
-122
-2% -$4.1K 0.07% 300
2022
Q4 		$215K Sell
6,580
-294
-4% -$9.69K 0.07% 273
2022
Q3 		$223K Hold
6,874
– – 0.09% 233
2022
Q2 		$223K Buy
+6,874
New +$228K 0.09% 233

Other funds holding DNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Claro Advisors's DNOV Position: Q2 2023 in Review

Claro Advisors sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2023, closing a stake of 6,458 shares — an estimated $221K sold.

Claro Advisors first reported a position in DNOV in Q2 2022 and held it in 4 quarters. The position peaked at $223K in Q3 2022. 81 funds tracked by Wall St. Rank hold DNOV as of Q2 2023.

  • Claro Advisors reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Claro Advisors sold 6,458 FT Vest US Equity Deep Buffer ETF November shares in Q2 2023, an estimated $221K.
  • Claro Advisors first reported a position in FT Vest US Equity Deep Buffer ETF November in Q2 2022 and held it in 4 quarters.
  • Claro Advisors's FT Vest US Equity Deep Buffer ETF November position peaked at $223K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2023.

Based on Claro Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.