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Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$778K Buy
14,572
+9,489
+187% +$520K 0.01% 991
2025
Q4 		$279K Buy
5,083
+1,253
+33% +$67.5K ﹤0.01% 1445
2025
Q3 		$203K Buy
+3,830
New +$197K ﹤0.01% 1352

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Concurrent Investment Advisors's FNOV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF November (FNOV) stake by 187% in Q1 2026, buying an estimated $520K and bringing the position to 14,572 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #991.

Concurrent Investment Advisors first reported a position in FNOV in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Concurrent Investment Advisors held 14,572 shares of FT Vest US Equity Buffer ETF November worth $778K as of Q1 2026.
  • Concurrent Investment Advisors bought 9,489 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $520K.
  • FT Vest US Equity Buffer ETF November made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #991 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.