Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q3	–	Sell	-67,675	Closed	-$2.48M	–	157
2023 Q2	$2.48M	Sell	67,675 -9,123	-12%	-$318K	1.31%	21
2023 Q1	$2.63M	Sell	76,798 -2,345	-3%	-$78.7K	1.49%	16
2022 Q4	$2.64M	Sell	79,143 -4,018	-5%	-$132K	1.59%	15
2022 Q3	$2.73M	Buy	83,161 +11,342	+16%	+$373K	1.8%	7
2022 Q2	$2.33M	Buy	71,819 +233	+0.3%	+$7.74K	1.65%	11
2022 Q1	$2.37M	Buy	71,586 +26,122	+57%	+$898K	1.65%	11
2021 Q4	$1.55M	Buy	+45,464	New	+$1.59M	1%	28

Other funds holding DNOV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DNOV Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2023, closing a stake of 67,675 shares — an estimated $2.48M sold.

Comprehensive Financial Consultants Institutional first reported a position in DNOV in Q4 2021 and held it in 7 quarters. The position peaked at $2.73M in Q3 2022. 80 funds tracked by Wall St. Rank hold DNOV as of Q3 2023.

Comprehensive Financial Consultants Institutional reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 67,675 FT Vest US Equity Deep Buffer ETF November shares in Q3 2023, an estimated $2.48M.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2021 and held it in 7 quarters.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF November position peaked at $2.73M in Q3 2022.
80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.