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

Summit Wealth Partners’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
Q3 		– Sell
-5,959
Closed -$203K – 163
2022
Q2 		$203K Buy
5,959
+265
+5% +$9.45K 0.05% 159
2022
Q1 		$216K Buy
+5,694
New +$213K 0.05% 158

Other funds holding FNOV

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Summit Wealth Partners's FNOV Position: Q3 2022 in Review

Summit Wealth Partners sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q3 2022, closing a stake of 5,959 shares — an estimated $203K sold.

Summit Wealth Partners first reported a position in FNOV in Q1 2022 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 77 funds tracked by Wall St. Rank hold FNOV as of Q3 2022.

  • Summit Wealth Partners reported no remaining FT Vest US Equity Buffer ETF November position as of Q3 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 5,959 FT Vest US Equity Buffer ETF November shares in Q3 2022, an estimated $203K.
  • Summit Wealth Partners first reported a position in FT Vest US Equity Buffer ETF November in Q1 2022 and held it in 2 quarters.
  • Summit Wealth Partners's FT Vest US Equity Buffer ETF November position peaked at $216K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q3 2022.

Based on Summit Wealth Partners's 13F filing for Q3 2022, filed 11 Sep 2024.