Northeast Planning Associates NH’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Northeast Planning Associates NH’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	$394K	Sell	7,658 -42,296	-85%	-$2.42M	0.3%	43
2026 Q1	$2.67M	Hold	49,954	–	–	1.79%	13
2025 Q4	$2.74M	Buy	+49,954	New	+$2.69M	1.94%	11

Other funds holding FNOV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Northeast Planning Associates NH's FNOV Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 85% in Q2 2026, selling an estimated $2.42M and leaving 7,658 shares worth $394K. The position accounts for 0.3% of the portfolio, ranked #43.

Northeast Planning Associates NH first reported a position in FNOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74M in Q4 2025. 59 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

Northeast Planning Associates NH held 7,658 shares of FT Vest US Equity Buffer ETF November worth $394K as of Q2 2026.
Northeast Planning Associates NH sold 42,296 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $2.42M.
FT Vest US Equity Buffer ETF November made up 0.3% of Northeast Planning Associates NH's portfolio in Q2 2026, its #43 holding.
Northeast Planning Associates NH first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
Northeast Planning Associates NH's FT Vest US Equity Buffer ETF November position peaked at $2.74M in Q4 2025.
59 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.