LWM
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LJI Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

LJI Wealth Management’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
Q2 		– Sell
-10,000
Closed -$343K – 184
2023
Q1 		$343K Buy
+10,000
New +$336K 0.11% 99

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 $79.5B AUM 27.1% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

LJI Wealth Management's DNOV Position: Q2 2023 in Review

LJI Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2023, closing a stake of 10,000 shares — an estimated $343K sold.

LJI Wealth Management first reported a position in DNOV in Q1 2023 and held it in 1 quarter. The position peaked at $343K in Q1 2023. 81 funds tracked by Wall St. Rank hold DNOV as of Q2 2023.

  • LJI Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • LJI Wealth Management sold 10,000 FT Vest US Equity Deep Buffer ETF November shares in Q2 2023, an estimated $343K.
  • LJI Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2023 and held it in 1 quarter.
  • LJI Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $343K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2023.

Based on LJI Wealth Management's 13F filing for Q2 2023, filed 2 Feb 2024.