VPP
DNOV icon

Vertex Planning Partners’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Vertex Planning 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
Q4 		– Sell
-6,247
Closed -$222K – 156
2023
Q3 		$222K Hold
6,247
– – 0.08% 127
2023
Q2 		$227K Sell
6,247
-523
-8% -$18.2K 0.08% 124
2023
Q1 		$232K Sell
6,770
-6,820
-50% -$229K 0.09% 110
2022
Q4 		$444K Buy
+13,590
New +$448K 0.17% 74

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Vertex Planning Partners's DNOV Position: Q4 2023 in Review

Vertex Planning Partners sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q4 2023, closing a stake of 6,247 shares — an estimated $222K sold.

Vertex Planning Partners first reported a position in DNOV in Q4 2022 and held it in 4 quarters. The position peaked at $444K in Q4 2022. 89 funds tracked by Wall St. Rank hold DNOV as of Q4 2023.

  • Vertex Planning Partners reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q4 2023 after selling out during the quarter.
  • Vertex Planning Partners sold 6,247 FT Vest US Equity Deep Buffer ETF November shares in Q4 2023, an estimated $222K.
  • Vertex Planning Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2022 and held it in 4 quarters.
  • Vertex Planning Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $444K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q4 2023.

Based on Vertex Planning Partners's 13F filing for Q4 2023, filed 14 Feb 2024.