SS
FNOV icon

Simplicity Solutions’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-6,822
Closed -$240K – 654
2020
Q4 		$240K Buy
+6,822
New +$231K ﹤0.01% 855

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Simplicity Solutions's FNOV Position: Q1 2021 in Review

Simplicity Solutions sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2021, closing a stake of 6,822 shares — an estimated $240K sold.

Simplicity Solutions first reported a position in FNOV in Q4 2020 and held it in 1 quarter. The position peaked at $240K in Q4 2020. 51 funds tracked by Wall St. Rank hold FNOV as of Q1 2021.

  • Simplicity Solutions reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 6,822 FT Vest US Equity Buffer ETF November shares in Q1 2021, an estimated $240K.
  • Simplicity Solutions first reported a position in FT Vest US Equity Buffer ETF November in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's FT Vest US Equity Buffer ETF November position peaked at $240K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.