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NorthCrest Asset Manangement’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

NorthCrest Asset Manangement’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
Q4 		– Sell
-19,216
Closed -$682K – 516
2023
Q3 		$682K Hold
19,216
– – 0.03% 304
2023
Q2 		$698K Hold
19,216
– – 0.03% 305
2023
Q1 		$659K Buy
+19,216
New +$645K 0.03% 312

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 $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

NorthCrest Asset Manangement's DNOV Position: Q4 2023 in Review

NorthCrest Asset Manangement sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q4 2023, closing a stake of 19,216 shares — an estimated $682K sold.

NorthCrest Asset Manangement first reported a position in DNOV in Q1 2023 and held it in 3 quarters. The position peaked at $698K in Q2 2023. 89 funds tracked by Wall St. Rank hold DNOV as of Q4 2023.

  • NorthCrest Asset Manangement reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q4 2023 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 19,216 FT Vest US Equity Deep Buffer ETF November shares in Q4 2023, an estimated $682K.
  • NorthCrest Asset Manangement first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2023 and held it in 3 quarters.
  • NorthCrest Asset Manangement's FT Vest US Equity Deep Buffer ETF November position peaked at $698K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q4 2023.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2023, filed 30 Jan 2024.