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Falcon Wealth Planning’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Falcon Wealth Planning’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
2026
Q2 		$374K Hold
7,284
– – 0.02% 168
2026
Q1 		$349K Hold
7,284
– – 0.02% 162
2025
Q4 		$356K Buy
+7,284
New +$348K 0.03% 155

Other funds holding DNOV

NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Falcon Wealth Planning's DNOV Position: Q2 2026 in Review

Falcon Wealth Planning held its FT Vest US Equity Deep Buffer ETF November (DNOV) position steady in Q2 2026 at 7,284 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #168.

Falcon Wealth Planning first reported a position in DNOV in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold DNOV as of Q2 2026.

  • Falcon Wealth Planning held 7,284 shares of FT Vest US Equity Deep Buffer ETF November worth $374K as of Q2 2026.
  • Falcon Wealth Planning left its FT Vest US Equity Deep Buffer ETF November share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF November made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #168 holding.
  • Falcon Wealth Planning first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.