Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-4,850	Closed	-$157K	–	795
2022 Q2	$157K	Buy	+4,850	New	+$161K	0.03%	435
2021 Q2	–	Sell	-8,027	Closed	-$273K	–	2089
2021 Q1	$273K	Sell	8,027 -2,310	-22%	-$77.6K	0.06%	309
2020 Q4	$344K	Sell	10,337 -265,060	-96%	-$8.65M	0.09%	235
2020 Q3	$8.76M	Buy	275,397 +273,397	+13,670%	+$8.63M	2.85%	4
2020 Q2	$62K	Hold	2,000	–	–	0.02%	462
2020 Q1	$56K	Hold	2,000	–	–	0.03%	428
2019 Q4	$62K	Buy	+2,000	New	+$61.5K	0.02%	432

Other funds holding DNOV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DNOV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2022, closing a stake of 4,850 shares — an estimated $157K sold.

Patriot Financial Group Insurance Agency first reported a position in DNOV in Q4 2019 and held it in 7 quarters. The position peaked at $8.76M in Q3 2020. 89 funds tracked by Wall St. Rank hold DNOV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,850 FT Vest US Equity Deep Buffer ETF November shares in Q3 2022, an estimated $157K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF November position peaked at $8.76M in Q3 2020.
89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.