S.C. Financial Services’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

S.C. Financial Services’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
2022 Q4	$201K	Buy	+5,652	New	+$199K	0.31%	114
2022 Q2	–	Sell	-5,844	Closed	-$221K	–	128
2022 Q1	$221K	Buy	+5,844	New	+$219K	0.28%	106

Other funds holding FNOV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PWM

PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return

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

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

S.C. Financial Services's FNOV Position: Q4 2022 in Review

S.C. Financial Services opened a new position in FT Vest US Equity Buffer ETF November (FNOV) in Q4 2022: 5,652 shares worth $201K. The stake represents 0.31% of the portfolio and ranks #114 among its holdings. This is a return to the name: S.C. Financial Services previously reported a position in FNOV as recently as Q1 2022.

S.C. Financial Services first reported a position in FNOV in Q1 2022 and has held it in 2 quarters since. The position peaked at $221K in Q1 2022. 92 funds tracked by Wall St. Rank hold FNOV as of Q4 2022.

S.C. Financial Services held 5,652 shares of FT Vest US Equity Buffer ETF November worth $201K as of Q4 2022.
FT Vest US Equity Buffer ETF November was a new S.C. Financial Services position in Q4 2022.
FT Vest US Equity Buffer ETF November made up 0.31% of S.C. Financial Services's portfolio in Q4 2022, its #114 holding.
S.C. Financial Services first reported a position in FT Vest US Equity Buffer ETF November in Q1 2022 and has held it in 2 quarters since.
S.C. Financial Services's FT Vest US Equity Buffer ETF November position peaked at $221K in Q1 2022.
92 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.