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

WealthSource 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
2022
Q4 		– Sell
-16,000
Closed -$520K – 493
2022
Q3 		$520K Sell
16,000
-78,062
-83% -$2.57M 0.04% 298
2022
Q2 		$3.05M Buy
94,062
+6,900
+8% +$229K 0.22% 74
2022
Q1 		$3.02M Buy
+87,162
New +$3M 0.2% 84

Other funds holding DNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthSource Partners's DNOV Position: Q4 2022 in Review

WealthSource Partners sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q4 2022, closing a stake of 16,000 shares — an estimated $520K sold.

WealthSource Partners first reported a position in DNOV in Q1 2022 and held it in 3 quarters. The position peaked at $3.05M in Q2 2022. 87 funds tracked by Wall St. Rank hold DNOV as of Q4 2022.

  • WealthSource Partners reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 16,000 FT Vest US Equity Deep Buffer ETF November shares in Q4 2022, an estimated $520K.
  • WealthSource Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2022 and held it in 3 quarters.
  • WealthSource Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $3.05M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.