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WMG Financial Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

WMG Financial Advisors’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
Q1 		– Sell
-7,865
Closed -$257K – 128
2022
Q4 		$257K Sell
7,865
-15,521
-66% -$511K 0.22% 98
2022
Q3 		$760K Sell
23,386
-1,797
-7% -$59.1K 0.68% 42
2022
Q2 		$815K Buy
25,183
+18,521
+278% +$615K 0.71% 42
2022
Q1 		$230K Buy
+6,662
New +$229K 0.17% 145

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WMG Financial Advisors's DNOV Position: Q1 2023 in Review

WMG Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2023, closing a stake of 7,865 shares — an estimated $257K sold.

WMG Financial Advisors first reported a position in DNOV in Q1 2022 and held it in 4 quarters. The position peaked at $815K in Q2 2022. 87 funds tracked by Wall St. Rank hold DNOV as of Q1 2023.

  • WMG Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 7,865 FT Vest US Equity Deep Buffer ETF November shares in Q1 2023, an estimated $257K.
  • WMG Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF November in Q1 2022 and held it in 4 quarters.
  • WMG Financial Advisors's FT Vest US Equity Deep Buffer ETF November position peaked at $815K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2023.

Based on WMG Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.