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

Schwallier 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
2024
Q1 		– Sell
-14,300
Closed -$554K – 31
2023
Q4 		$554K Buy
+14,300
New +$526K 0.46% 23

Other funds holding DNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
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
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
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Schwallier Wealth Management's DNOV Position: Q1 2024 in Review

Schwallier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2024, closing a stake of 14,300 shares — an estimated $554K sold.

Schwallier Wealth Management first reported a position in DNOV in Q4 2023 and held it in 1 quarter. The position peaked at $554K in Q4 2023. 85 funds tracked by Wall St. Rank hold DNOV as of Q1 2024.

  • Schwallier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Schwallier Wealth Management sold 14,300 FT Vest US Equity Deep Buffer ETF November shares in Q1 2024, an estimated $554K.
  • Schwallier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • Schwallier Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $554K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2024.

Based on Schwallier Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.