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

TriaGen Wealth Management’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
2021
Q3 		– Sell
-7,614
Closed -$265K – 183
2021
Q2 		$265K Buy
+7,614
New +$262K 0.14% 159

Other funds holding DNOV

LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TriaGen Wealth Management's DNOV Position: Q3 2021 in Review

TriaGen Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2021, closing a stake of 7,614 shares — an estimated $265K sold.

TriaGen Wealth Management first reported a position in DNOV in Q2 2021 and held it in 1 quarter. The position peaked at $265K in Q2 2021. 37 funds tracked by Wall St. Rank hold DNOV as of Q3 2021.

  • TriaGen Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 7,614 FT Vest US Equity Deep Buffer ETF November shares in Q3 2021, an estimated $265K.
  • TriaGen Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q2 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $265K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2021.

Based on TriaGen Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.