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

Summit Wealth Partners’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	-9,064	Closed	-$311K	–	187
2023 Q1	$311K	Sell	9,064 -854	-9%	-$28.7K	0.08%	142
2022 Q4	$324K	Sell	9,918 -2,855	-22%	-$94.1K	0.09%	137
2022 Q3	$415K	Hold	12,773	–	–	0.12%	102
2022 Q2	$414K	Buy	12,773 +1,056	+9%	+$35.1K	0.11%	103
2022 Q1	$406K	Buy	11,717 +165	+1%	+$5.67K	0.09%	110
2021 Q4	$408K	Buy	+11,552	New	+$405K	0.09%	109

Other funds holding DNOV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 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 Wealth Partners's DNOV Position: Q2 2023 in Review

Summit Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2023, closing a stake of 9,064 shares — an estimated $311K sold.

Summit Wealth Partners first reported a position in DNOV in Q4 2021 and held it in 6 quarters. The position peaked at $415K in Q3 2022. 81 funds tracked by Wall St. Rank hold DNOV as of Q2 2023.

Summit Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2023 after selling out during the quarter.
Summit Wealth Partners sold 9,064 FT Vest US Equity Deep Buffer ETF November shares in Q2 2023, an estimated $311K.
Summit Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2021 and held it in 6 quarters.
Summit Wealth Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $415K in Q3 2022.
81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2023.

Based on Summit Wealth Partners's 13F filing for Q2 2023, filed 11 Sep 2024.