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Baker Tilly Wealth Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Baker Tilly Wealth Management’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,815
Closed -$247K – 434
2023
Q4 		$247K Buy
+5,815
New +$234K 0.04% 416

Other funds holding FNOV

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Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baker Tilly Wealth Management's FNOV Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2024, closing a stake of 5,815 shares — an estimated $247K sold.

Baker Tilly Wealth Management first reported a position in FNOV in Q4 2023 and held it in 1 quarter. The position peaked at $247K in Q4 2023. 106 funds tracked by Wall St. Rank hold FNOV as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,815 FT Vest US Equity Buffer ETF November shares in Q1 2024, an estimated $247K.
  • Baker Tilly Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $247K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.