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MBL Wealth’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

MBL Wealth’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
Q2 		$4.82M Buy
82,436
+3,155
+4% +$180K 0.33% 60
2026
Q1 		$4.23M Buy
79,281
+8,317
+12% +$456K 0.32% 63
2025
Q4 		$3.89M Buy
70,964
+536
+0.8% +$28.9K 0.31% 65
2025
Q3 		$3.72M Buy
70,428
+1,382
+2% +$71.1K 0.33% 62
2025
Q2 		$3.46M Sell
69,046
-27,981
-29% -$1.33M 0.33% 59
2025
Q1 		$4.53M Sell
97,027
-1,591
-2% -$76.4K 0.46% 46
2024
Q4 		$4.72M Buy
98,618
+552
+0.6% +$26.4K 0.47% 44
2024
Q3 		$4.63M Sell
98,066
-20,690
-17% -$961K 0.5% 44
2024
Q2 		$5.47M Sell
118,756
-110,842
-48% -$4.99M 0.61% 40
2024
Q1 		$10.3M Sell
229,598
-846
-0.4% -$36.9K 1.17% 21
2023
Q4 		$9.8M Buy
230,444
+4,444
+2% +$179K 1.23% 21
2023
Q3 		$8.78M Sell
226,000
-20,710
-8% -$835K 1.24% 21
2023
Q2 		$9.93M Buy
246,710
+17,069
+7% +$655K 1.4% 20
2023
Q1 		$8.63M Buy
+229,641
New +$8.44M 1.35% 19

Other funds holding FNOV

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MBL Wealth's FNOV Position: Q2 2026 in Review

MBL Wealth increased its FT Vest US Equity Buffer ETF November (FNOV) stake by 4% in Q2 2026, buying an estimated $180K and bringing the position to 82,436 shares worth $4.82M. The position accounts for 0.33% of the portfolio, ranked #60.

MBL Wealth first reported a position in FNOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2024. 18 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • MBL Wealth held 82,436 shares of FT Vest US Equity Buffer ETF November worth $4.82M as of Q2 2026.
  • MBL Wealth bought 3,155 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $180K.
  • FT Vest US Equity Buffer ETF November made up 0.33% of MBL Wealth's portfolio in Q2 2026, its #60 holding.
  • MBL Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q1 2023 and has held it in 14 quarters since.
  • MBL Wealth's FT Vest US Equity Buffer ETF November position peaked at $10.3M in Q1 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.