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Realta Investment Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Realta Investment Advisors’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-600
Closed -$24.2K – 541
2023
Q3 		$24.2K Hold
600
– – 0.01% 592
2023
Q2 		$24.2K Buy
+600
New +$23K 0.01% 637
2023
Q1 		– Sell
-600
Closed -$21.3K – 546
2022
Q4 		$21.3K Buy
+600
New +$21.1K 0.01% 640

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Realta Investment Advisors's FNOV Position: Q4 2023 in Review

Realta Investment Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2023, closing a stake of 600 shares — an estimated $24.2K sold.

Realta Investment Advisors first reported a position in FNOV in Q4 2022 and held it in 3 quarters. The position peaked at $24.2K in Q3 2023. 114 funds tracked by Wall St. Rank hold FNOV as of Q4 2023.

  • Realta Investment Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 600 FT Vest US Equity Buffer ETF November shares in Q4 2023, an estimated $24.2K.
  • Realta Investment Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and held it in 3 quarters.
  • Realta Investment Advisors's FT Vest US Equity Buffer ETF November position peaked at $24.2K in Q3 2023.
  • 114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.