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Mid Atlantic Financial Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		– Sell
-6,435
Closed -$243K – 932
2021
Q2 		$243K Hold
6,435
– – 0.02% 755
2021
Q1 		$235K Hold
6,435
– – 0.02% 725
2020
Q4 		$226K Hold
6,435
– – 0.02% 679
2020
Q3 		$217K Buy
+6,435
New +$207K 0.02% 628

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Mid Atlantic Financial Management's FNOV Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q3 2021, closing a stake of 6,435 shares — an estimated $243K sold.

Mid Atlantic Financial Management first reported a position in FNOV in Q3 2020 and held it in 4 quarters. The position peaked at $243K in Q2 2021. 45 funds tracked by Wall St. Rank hold FNOV as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 6,435 FT Vest US Equity Buffer ETF November shares in Q3 2021, an estimated $243K.
  • Mid Atlantic Financial Management first reported a position in FT Vest US Equity Buffer ETF November in Q3 2020 and held it in 4 quarters.
  • Mid Atlantic Financial Management's FT Vest US Equity Buffer ETF November position peaked at $243K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.