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Key Client Fiduciary Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Key Client Fiduciary Advisors’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,360
Closed -$610K – 190
2023
Q4 		$610K Buy
+14,360
New +$579K 0.35% 69

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Key Client Fiduciary Advisors's FNOV Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2024, closing a stake of 14,360 shares — an estimated $610K sold.

Key Client Fiduciary Advisors first reported a position in FNOV in Q4 2023 and held it in 1 quarter. The position peaked at $610K in Q4 2023. 106 funds tracked by Wall St. Rank hold FNOV as of Q1 2024.

  • Key Client Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 14,360 FT Vest US Equity Buffer ETF November shares in Q1 2024, an estimated $610K.
  • Key Client Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • Key Client Fiduciary Advisors's FT Vest US Equity Buffer ETF November position peaked at $610K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.