Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Plotkin Financial 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
2026 Q2	$1.91M	Sell	32,658 -118	-0.4%	-$6.75K	0.79%	26
2026 Q1	$1.75M	Sell	32,776 -31	-0.1%	-$1.7K	0.88%	26
2025 Q4	$1.8M	Sell	32,807 -20	-0.1%	-$1.08K	0.88%	26
2025 Q3	$1.74M	Sell	32,827 -306	-0.9%	-$15.7K	0.86%	27
2025 Q2	$1.66M	Sell	33,133 -700	-2%	-$33.2K	0.92%	27
2025 Q1	$1.58M	Sell	33,833 -22	-0.1%	-$1.06K	0.97%	25
2024 Q4	$1.62M	Sell	33,855 -872	-3%	-$41.7K	0.96%	28
2024 Q3	$1.64M	Sell	34,727 -8,343	-19%	-$387K	0.98%	26
2024 Q2	$1.98M	Sell	43,070 -1,545	-3%	-$69.6K	1.27%	21
2024 Q1	$2M	Hold	44,615	–	–	1.32%	21
2023 Q4	$1.9M	Sell	44,615 -829	-2%	-$33.4K	1.44%	21
2023 Q3	$1.77M	Sell	45,444 -251	-0.5%	-$10.1K	1.55%	20
2023 Q2	$1.84M	Sell	45,695 -135	-0.3%	-$5.18K	1.53%	20
2023 Q1	$1.72M	Sell	45,830 -3,986	-8%	-$146K	1.6%	20
2022 Q4	$1.77M	Sell	49,816 -1,261	-2%	-$44.4K	1.8%	20
2022 Q3	$1.68M	Hold	51,077	–	–	1.7%	19
2022 Q2	$1.74M	Sell	51,077 -145	-0.3%	-$5.17K	1.65%	19
2022 Q1	$1.94M	Sell	51,222 -2,534	-5%	-$94.8K	1.35%	19
2021 Q4	$2.1M	Buy	+53,756	New	+$2.07M	1.32%	21

Other funds holding FNOV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Plotkin Financial Advisors's FNOV Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 0.36% in Q2 2026, selling an estimated $6.75K and leaving 32,658 shares worth $1.91M. The position accounts for 0.79% of the portfolio, ranked #26.

Plotkin Financial Advisors first reported a position in FNOV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2021. 154 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

Plotkin Financial Advisors held 32,658 shares of FT Vest US Equity Buffer ETF November worth $1.91M as of Q2 2026.
Plotkin Financial Advisors sold 118 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $6.75K.
FT Vest US Equity Buffer ETF November made up 0.79% of Plotkin Financial Advisors's portfolio in Q2 2026, its #26 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2021 and has held it in 19 quarters since.
Plotkin Financial Advisors's FT Vest US Equity Buffer ETF November position peaked at $2.1M in Q4 2021.
154 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.