PRW Wealth Management
DNOV icon

PRW Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

PRW Wealth Management’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
2020
Q2 		– Sell
-287,430
Closed -$8.11M – 82
2020
Q1 		$8.11M Buy
+287,430
New +$8.7M 9.84% 3

Other funds holding DNOV

L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AMJ Financial Wealth Management
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 35.78% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners Tampa, Florida $1.89B AUM 26.73% 1-Year Est. Return

PRW Wealth Management's DNOV Position: Q2 2020 in Review

PRW Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2020, closing a stake of 287,430 shares — an estimated $8.11M sold.

PRW Wealth Management first reported a position in DNOV in Q1 2020 and held it in 1 quarter. The position peaked at $8.11M in Q1 2020. 31 funds tracked by Wall St. Rank hold DNOV as of Q2 2020.

  • PRW Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2020 after selling out during the quarter.
  • PRW Wealth Management sold 287,430 FT Vest US Equity Deep Buffer ETF November shares in Q2 2020, an estimated $8.11M.
  • PRW Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2020 and held it in 1 quarter.
  • PRW Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $8.11M in Q1 2020.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2020.

Based on PRW Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.