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

WealthPLAN 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 Q3	–	Sell	-878	Closed	-$31.9K	–	503
2023 Q2	$31.9K	Sell	878 -851	-49%	-$29.7K	﹤0.01%	590
2023 Q1	$59.3K	Buy	+1,729	New	+$58K	0.01%	524
2022 Q1	$1.43M	Sell	43,092 -3,260	-7%	-$112K	0.1%	138
2021 Q4	$1.6M	Sell	46,352 -1,527	-3%	-$53.5K	0.11%	137
2021 Q3	$1.68M	Buy	47,879 +6	+0%	+$209	0.11%	132
2021 Q2	$1.67M	Buy	47,873 +9,797	+26%	+$337K	0.12%	121
2021 Q1	$1.31M	Sell	38,076 -1,662	-4%	-$55.8K	0.1%	127
2020 Q4	$1.33M	Buy	39,738 +24,174	+155%	+$789K	0.11%	118
2020 Q3	$508K	Buy	+15,564	New	+$492K	0.05%	196

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 $79.5B AUM 27.1% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthPLAN Partners's DNOV Position: Q3 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2023, closing a stake of 878 shares — an estimated $31.9K sold.

WealthPLAN Partners first reported a position in DNOV in Q3 2020 and held it in 9 quarters. The position peaked at $1.68M in Q3 2021. 80 funds tracked by Wall St. Rank hold DNOV as of Q3 2023.

WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 878 FT Vest US Equity Deep Buffer ETF November shares in Q3 2023, an estimated $31.9K.
WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2020 and held it in 9 quarters.
WealthPLAN Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $1.68M in Q3 2021.
80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.