SageView Advisory Group’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

SageView Advisory Group’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
2024 Q1	–	Sell	-8,000	Closed	-$314K	–	569
2023 Q4	$314K	Hold	8,000	–	–	0.01%	496
2023 Q3	$284K	Sell	8,000 -2,316	-22%	-$84.5K	0.02%	434
2023 Q2	$374K	Sell	10,316 -13,623	-57%	-$475K	0.02%	402
2023 Q1	$820K	Buy	23,939 +3,767	+19%	+$126K	0.05%	238
2022 Q4	$659K	Buy	+20,172	New	+$665K	0.05%	204

Other funds holding DNOV

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

OAJ

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SageView Advisory Group's DNOV Position: Q1 2024 in Review

SageView Advisory Group sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2024, closing a stake of 8,000 shares — an estimated $314K sold.

SageView Advisory Group first reported a position in DNOV in Q4 2022 and held it in 5 quarters. The position peaked at $820K in Q1 2023. 85 funds tracked by Wall St. Rank hold DNOV as of Q1 2024.

SageView Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 8,000 FT Vest US Equity Deep Buffer ETF November shares in Q1 2024, an estimated $314K.
SageView Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's FT Vest US Equity Deep Buffer ETF November position peaked at $820K in Q1 2023.
85 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.