IWP
DNOV icon

Icon Wealth Partners’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Icon Wealth Partners’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 		$464K Hold
13,064
– – 0.05% 179
2023
Q2 		$474K Hold
13,064
– – 0.05% 198
2023
Q1 		$448K Buy
+13,064
New +$439K 0.05% 205

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Icon Wealth Partners's DNOV Position: Q3 2023 in Review

Icon Wealth Partners held its FT Vest US Equity Deep Buffer ETF November (DNOV) position steady in Q3 2023 at 13,064 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #179.

Icon Wealth Partners first reported a position in DNOV in Q1 2023 and has held it in 3 quarters since. The position peaked at $474K in Q2 2023. 80 funds tracked by Wall St. Rank hold DNOV as of Q3 2023.

  • Icon Wealth Partners held 13,064 shares of FT Vest US Equity Deep Buffer ETF November worth $464K as of Q3 2023.
  • Icon Wealth Partners left its FT Vest US Equity Deep Buffer ETF November share count unchanged in Q3 2023.
  • FT Vest US Equity Deep Buffer ETF November made up 0.05% of Icon Wealth Partners's portfolio in Q3 2023, its #179 holding.
  • Icon Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $474K 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 Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.