PFA
DNOV icon

Plotkin Financial Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Plotkin Financial Advisors’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
Q4 		– Sell
-11,473
Closed -$373K – 69
2022
Q3 		$373K Buy
11,473
+2,650
+30% +$87.1K 0.38% 44
2022
Q2 		$286K Buy
+8,823
New +$293K 0.27% 55

Other funds holding DNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Plotkin Financial Advisors's DNOV Position: Q4 2022 in Review

Plotkin Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q4 2022, closing a stake of 11,473 shares — an estimated $373K sold.

Plotkin Financial Advisors first reported a position in DNOV in Q2 2022 and held it in 2 quarters. The position peaked at $373K in Q3 2022. 87 funds tracked by Wall St. Rank hold DNOV as of Q4 2022.

  • Plotkin Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q4 2022 after selling out during the quarter.
  • Plotkin Financial Advisors sold 11,473 FT Vest US Equity Deep Buffer ETF November shares in Q4 2022, an estimated $373K.
  • Plotkin Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF November in Q2 2022 and held it in 2 quarters.
  • Plotkin Financial Advisors's FT Vest US Equity Deep Buffer ETF November position peaked at $373K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q4 2022.

Based on Plotkin Financial Advisors's 13F filing for Q4 2022, filed 15 Nov 2024.