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Money Concepts Capital’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-10,265
Closed -$365K – 1361
2022
Q4 		$365K Buy
+10,265
New +$362K 0.02% 509
2022
Q2 		– Sell
-10,614
Closed -$402K – 1859
2022
Q1 		$402K Buy
+10,614
New +$397K 0.02% 496

Other funds holding FNOV

AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Money Concepts Capital's FNOV Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2023, closing a stake of 10,265 shares — an estimated $365K sold.

Money Concepts Capital first reported a position in FNOV in Q1 2022 and held it in 2 quarters. The position peaked at $402K in Q1 2022. 98 funds tracked by Wall St. Rank hold FNOV as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,265 FT Vest US Equity Buffer ETF November shares in Q1 2023, an estimated $365K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF November in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Buffer ETF November position peaked at $402K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.