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

Summit Financial Wealth Advisors’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
2022
Q4 		– Sell
-6,115
Closed -$212K – 132
2022
Q3 		$212K Sell
6,115
-5,850
-49% -$207K 0.06% 112
2022
Q2 		$423K Buy
11,965
+2,310
+24% +$82.4K 0.1% 86
2022
Q1 		$366K Hold
9,655
– – 0.07% 98
2021
Q4 		$378K Buy
+9,655
New +$371K 0.07% 96

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Financial Wealth Advisors's FNOV Position: Q4 2022 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2022, closing a stake of 6,115 shares — an estimated $212K sold.

Summit Financial Wealth Advisors first reported a position in FNOV in Q4 2021 and held it in 4 quarters. The position peaked at $423K in Q2 2022. 92 funds tracked by Wall St. Rank hold FNOV as of Q4 2022.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2022 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 6,115 FT Vest US Equity Buffer ETF November shares in Q4 2022, an estimated $212K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2021 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF November position peaked at $423K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.