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Legacy CG’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Legacy CG’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
2022
Q1 		– Sell
-775
Closed -$30K – 56
2021
Q4 		$30K Buy
+775
New +$29.8K 0.02% 54

Other funds holding FNOV

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Legacy CG's FNOV Position: Q1 2022 in Review

Legacy CG sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2022, closing a stake of 775 shares — an estimated $30K sold.

Legacy CG first reported a position in FNOV in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 83 funds tracked by Wall St. Rank hold FNOV as of Q1 2022.

  • Legacy CG reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2022 after selling out during the quarter.
  • Legacy CG sold 775 FT Vest US Equity Buffer ETF November shares in Q1 2022, an estimated $30K.
  • Legacy CG first reported a position in FT Vest US Equity Buffer ETF November in Q4 2021 and held it in 1 quarter.
  • Legacy CG's FT Vest US Equity Buffer ETF November position peaked at $30K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2022.

Based on Legacy CG's 13F filing for Q1 2022, filed 4 May 2022.