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Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Summit Financial Wealth Advisors’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
2023
Q2 		– Sell
-43,188
Closed -$1.48M – 124
2023
Q1 		$1.48M Sell
43,188
-5,440
-11% -$183K 0.35% 43
2022
Q4 		$1.59M Buy
48,628
+4,154
+9% +$137K 0.38% 43
2022
Q3 		$1.47M Sell
44,474
-6,455
-13% -$212K 0.42% 39
2022
Q2 		$1.67M Buy
50,929
+40,963
+411% +$1.36M 0.4% 40
2022
Q1 		$345K Hold
9,966
– – 0.07% 101
2021
Q4 		$353K Buy
+9,966
New +$349K 0.07% 101

Other funds holding DNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Summit Financial Wealth Advisors's DNOV Position: Q2 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2023, closing a stake of 43,188 shares — an estimated $1.48M sold.

Summit Financial Wealth Advisors first reported a position in DNOV in Q4 2021 and held it in 6 quarters. The position peaked at $1.67M in Q2 2022. 81 funds tracked by Wall St. Rank hold DNOV as of Q2 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 43,188 FT Vest US Equity Deep Buffer ETF November shares in Q2 2023, an estimated $1.48M.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2021 and held it in 6 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Deep Buffer ETF November position peaked at $1.67M in Q2 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.