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

Concurrent Investment 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
2026
Q1 		$302K Sell
6,307
-5,919
-48% -$289K ﹤0.01% 1503
2025
Q4 		$597K Buy
12,226
+572
+5% +$27.3K 0.01% 1066
2025
Q3 		$546K Sell
11,654
-4,450
-28% -$204K 0.01% 878
2025
Q2 		$720K Sell
16,104
-2,970
-16% -$126K 0.01% 714
2025
Q1 		$800K Buy
+19,074
New +$820K 0.02% 608
2024
Q3 		– Sell
-218,285
Closed -$9.04M – 1111
2024
Q2 		$9.04M Buy
218,285
+1,519
+0.7% +$61.7K 0.3% 79
2024
Q1 		$8.76M Buy
216,766
+7,381
+4% +$292K 0.36% 65
2023
Q4 		$8.11M Buy
+209,385
New +$7.7M 0.38% 64

Other funds holding DNOV

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return