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

SMART Wealth’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
-5,395
Closed -$209K – 122
2023
Q4 		$209K Buy
+5,395
New +$198K 0.11% 78

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

SMART Wealth's DNOV Position: Q1 2024 in Review

SMART Wealth sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2024, closing a stake of 5,395 shares — an estimated $209K sold.

SMART Wealth first reported a position in DNOV in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 85 funds tracked by Wall St. Rank hold DNOV as of Q1 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • SMART Wealth sold 5,395 FT Vest US Equity Deep Buffer ETF November shares in Q1 2024, an estimated $209K.
  • SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • SMART Wealth's FT Vest US Equity Deep Buffer ETF November position peaked at $209K 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 SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.