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

Semus Wealth Partners’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
Q1 		– Sell
-15,814
Closed -$672K – 134
2023
Q4 		$672K Buy
+15,814
New +$637K 0.55% 38

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MC
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Semus Wealth Partners's FNOV Position: Q1 2024 in Review

Semus Wealth Partners sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2024, closing a stake of 15,814 shares — an estimated $672K sold.

Semus Wealth Partners first reported a position in FNOV in Q4 2023 and held it in 1 quarter. The position peaked at $672K in Q4 2023. 106 funds tracked by Wall St. Rank hold FNOV as of Q1 2024.

  • Semus Wealth Partners reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 15,814 FT Vest US Equity Buffer ETF November shares in Q1 2024, an estimated $672K.
  • Semus Wealth Partners first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • Semus Wealth Partners's FT Vest US Equity Buffer ETF November position peaked at $672K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.