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Essex Financial Services’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Essex Financial Services’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
2022
Q3 		– Sell
-8,660
Closed -$280K – 465
2022
Q2 		$280K Hold
8,660
– – 0.03% 370
2022
Q1 		$300K Buy
+8,660
New +$298K 0.03% 374

Other funds holding DNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Essex Financial Services's DNOV Position: Q3 2022 in Review

Essex Financial Services sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2022, closing a stake of 8,660 shares — an estimated $280K sold.

Essex Financial Services first reported a position in DNOV in Q1 2022 and held it in 2 quarters. The position peaked at $300K in Q1 2022. 89 funds tracked by Wall St. Rank hold DNOV as of Q3 2022.

  • Essex Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2022 after selling out during the quarter.
  • Essex Financial Services sold 8,660 FT Vest US Equity Deep Buffer ETF November shares in Q3 2022, an estimated $280K.
  • Essex Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2022 and held it in 2 quarters.
  • Essex Financial Services's FT Vest US Equity Deep Buffer ETF November position peaked at $300K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.