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

NewEdge Wealth’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
-12,000
Closed -$426K – 624
2022
Q4 		$426K Buy
+12,000
New +$423K 0.02% 393

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

NewEdge Wealth's FNOV Position: Q1 2023 in Review

NewEdge Wealth sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2023, closing a stake of 12,000 shares — an estimated $426K sold.

NewEdge Wealth first reported a position in FNOV in Q4 2022 and held it in 1 quarter. The position peaked at $426K in Q4 2022. 98 funds tracked by Wall St. Rank hold FNOV as of Q1 2023.

  • NewEdge Wealth reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2023 after selling out during the quarter.
  • NewEdge Wealth sold 12,000 FT Vest US Equity Buffer ETF November shares in Q1 2023, an estimated $426K.
  • NewEdge Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and held it in 1 quarter.
  • NewEdge Wealth's FT Vest US Equity Buffer ETF November position peaked at $426K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2023.

Based on NewEdge Wealth's 13F filing for Q1 2023, filed 8 May 2023.