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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

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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.