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New Wave Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

New Wave Wealth 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
2025
Q2 		– Sell
-10,449
Closed -$488K – 149
2025
Q1 		$488K Buy
10,449
+2,041
+24% +$98K 0.22% 67
2024
Q4 		$402K Buy
+8,408
New +$402K 0.16% 82

Other funds holding FNOV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

New Wave Wealth Advisors's FNOV Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2025, closing a stake of 10,449 shares — an estimated $488K sold.

New Wave Wealth Advisors first reported a position in FNOV in Q4 2024 and held it in 2 quarters. The position peaked at $488K in Q1 2025. 148 funds tracked by Wall St. Rank hold FNOV as of Q2 2025.

  • New Wave Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 10,449 FT Vest US Equity Buffer ETF November shares in Q2 2025, an estimated $488K.
  • New Wave Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's FT Vest US Equity Buffer ETF November position peaked at $488K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.