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Kingsview Wealth Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Kingsview Wealth Management’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
2020
Q4 		– Sell
-6,640
Closed -$216K – 744
2020
Q3 		$216K Sell
6,640
-2,950
-31% -$94.8K 0.02% 562
2020
Q2 		$294K Buy
+9,590
New +$283K 0.03% 443

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VBFP
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's FNOV Position: Q4 2020 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2020, closing a stake of 6,640 shares — an estimated $216K sold.

Kingsview Wealth Management first reported a position in FNOV in Q2 2020 and held it in 2 quarters. The position peaked at $294K in Q2 2020. 46 funds tracked by Wall St. Rank hold FNOV as of Q4 2020.

  • Kingsview Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,640 FT Vest US Equity Buffer ETF November shares in Q4 2020, an estimated $216K.
  • Kingsview Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $294K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.