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

Naviter 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
2024
Q4 		– Sell
-4,375
Closed -$206K – 286
2024
Q3 		$206K Sell
4,375
-339
-7% -$15.7K 0.03% 225
2024
Q2 		$217K Hold
4,714
– – 0.03% 217
2024
Q1 		$211K Sell
4,714
-119,822
-96% -$5.22M 0.03% 212
2023
Q4 		$5.29M Sell
124,536
-699
-0.6% -$28.2K 1.07% 20
2023
Q3 		$4.87M Buy
125,235
+3,203
+3% +$129K 1.17% 13
2023
Q2 		$4.91M Buy
+122,032
New +$4.68M 1.25% 13

Other funds holding FNOV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Naviter Wealth's FNOV Position: Q4 2024 in Review

Naviter Wealth sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2024, closing a stake of 4,375 shares — an estimated $206K sold.

Naviter Wealth first reported a position in FNOV in Q2 2023 and held it in 6 quarters. The position peaked at $5.29M in Q4 2023. 152 funds tracked by Wall St. Rank hold FNOV as of Q4 2024.

  • Naviter Wealth reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 4,375 FT Vest US Equity Buffer ETF November shares in Q4 2024, an estimated $206K.
  • Naviter Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q2 2023 and held it in 6 quarters.
  • Naviter Wealth's FT Vest US Equity Buffer ETF November position peaked at $5.29M in Q4 2023.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.