EPG Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

EPG Wealth Management’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	-5,300	Closed	-$192K	–	428
2023 Q2	$192K	Hold	5,300	–	–	0.06%	236
2023 Q1	$182K	Hold	5,300	–	–	0.06%	238
2022 Q4	$173K	Hold	5,300	–	–	0.07%	216
2022 Q3	$172K	Buy	+5,300	New	+$174K	0.07%	210

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

EPG Wealth Management's DNOV Position: Q3 2023 in Review

EPG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2023, closing a stake of 5,300 shares — an estimated $192K sold.

EPG Wealth Management first reported a position in DNOV in Q3 2022 and held it in 4 quarters. The position peaked at $192K in Q2 2023. 80 funds tracked by Wall St. Rank hold DNOV as of Q3 2023.

EPG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2023 after selling out during the quarter.
EPG Wealth Management sold 5,300 FT Vest US Equity Deep Buffer ETF November shares in Q3 2023, an estimated $192K.
EPG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2022 and held it in 4 quarters.
EPG Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $192K in Q2 2023.
80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.