DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

DHJJ Financial 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	$3.15M	Sell	58,904 -688	-1%	-$37.7K	1.04%	21
2025 Q4	$3.27M	Sell	59,592 -1,802	-3%	-$97K	1.09%	20
2025 Q3	$3.25M	Sell	61,394 -1,049	-2%	-$54K	1.1%	19
2025 Q2	$3.13M	Sell	62,443 -698	-1%	-$33.1K	1.13%	18
2025 Q1	$2.95M	Sell	63,141 -1,341	-2%	-$64.4K	1.19%	17
2024 Q4	$3.08M	Sell	64,482 -2,902	-4%	-$139K	1.2%	16
2024 Q3	$3.18M	Sell	67,384 -1,778	-3%	-$82.5K	1.26%	16
2024 Q2	$3.18M	Sell	69,162 -1,674	-2%	-$75.4K	1.34%	15
2024 Q1	$3.17M	Sell	70,836 -2,037	-3%	-$88.8K	1.4%	13
2023 Q4	$3.1M	Sell	72,873 -2,985	-4%	-$120K	1.45%	13
2023 Q3	$2.95M	Sell	75,858 -3,634	-5%	-$147K	1.5%	13
2023 Q2	$3.2M	Sell	79,492 -2,382	-3%	-$91.3K	1.67%	12
2023 Q1	$3.08M	Sell	81,874 -3,623	-4%	-$133K	1.67%	12
2022 Q4	$3.03M	Sell	85,497 -5,047	-6%	-$178K	1.74%	11
2022 Q3	$2.98M	Sell	90,544 -604	-0.7%	-$21.4K	1.74%	12
2022 Q2	$3.1M	Sell	91,148 -474	-0.5%	-$16.9K	1.73%	12
2022 Q1	$3.48M	Sell	91,622 -3,776	-4%	-$141K	1.67%	14
2021 Q4	$3.72M	Buy	95,398 +2,872	+3%	+$110K	1.74%	12
2021 Q3	$3.52M	Sell	92,526 -101	-0.1%	-$3.84K	1.82%	11
2021 Q2	$3.5M	Sell	92,627 -2,091	-2%	-$77.9K	1.85%	14
2021 Q1	$3.46M	Sell	94,718 -60	-0.1%	-$2.14K	2.01%	12
2020 Q4	$3.33M	Buy	+94,778	New	+$3.21M	2.1%	12

Other funds holding FNOV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DHJJ Financial Advisors's FNOV Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 1.2% in Q1 2026, selling an estimated $37.7K and leaving 58,904 shares worth $3.15M. The position accounts for 1.04% of the portfolio, ranked #21.

DHJJ Financial Advisors first reported a position in FNOV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2021. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

DHJJ Financial Advisors held 58,904 shares of FT Vest US Equity Buffer ETF November worth $3.15M as of Q1 2026.
DHJJ Financial Advisors sold 688 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $37.7K.
FT Vest US Equity Buffer ETF November made up 1.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #21 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2020 and has held it in 22 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Buffer ETF November position peaked at $3.72M in Q4 2021.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.