Sloy Dahl & Holst’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Sloy Dahl & Holst’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	-17,335	Closed	-$674K	–	90
2023 Q3	$674K	Hold	17,335	–	–	0.15%	30
2023 Q2	$698K	Hold	17,335	–	–	0.13%	32
2023 Q1	$652K	Hold	17,335	–	–	0.15%	30
2022 Q4	$616K	Hold	17,335	–	–	0.22%	31
2022 Q3	$571K	Hold	17,335	–	–	0.12%	37
2022 Q2	$590K	Hold	17,335	–	–	0.14%	37
2022 Q1	$656K	Buy	+17,335	New	+$649K	0.11%	37

Other funds holding FNOV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sloy Dahl & Holst's FNOV Position: Q4 2023 in Review

Sloy Dahl & Holst sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2023, closing a stake of 17,335 shares — an estimated $674K sold.

Sloy Dahl & Holst first reported a position in FNOV in Q1 2022 and held it in 7 quarters. The position peaked at $698K in Q2 2023. 114 funds tracked by Wall St. Rank hold FNOV as of Q4 2023.

Sloy Dahl & Holst reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2023 after selling out during the quarter.
Sloy Dahl & Holst sold 17,335 FT Vest US Equity Buffer ETF November shares in Q4 2023, an estimated $674K.
Sloy Dahl & Holst first reported a position in FT Vest US Equity Buffer ETF November in Q1 2022 and held it in 7 quarters.
Sloy Dahl & Holst's FT Vest US Equity Buffer ETF November position peaked at $698K in Q2 2023.
114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2023.

Based on Sloy Dahl & Holst's 13F filing for Q4 2023, filed 30 Jan 2024.