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Sequent Planning’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Sequent Planning’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
Q2 		– Sell
-11,429
Closed -$511K – 141
2024
Q1 		$511K Buy
+11,429
New +$498K 0.19% 88

Other funds holding FNOV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sequent Planning's FNOV Position: Q2 2024 in Review

Sequent Planning sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2024, closing a stake of 11,429 shares — an estimated $511K sold.

Sequent Planning first reported a position in FNOV in Q1 2024 and held it in 1 quarter. The position peaked at $511K in Q1 2024. 112 funds tracked by Wall St. Rank hold FNOV as of Q2 2024.

  • Sequent Planning reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 11,429 FT Vest US Equity Buffer ETF November shares in Q2 2024, an estimated $511K.
  • Sequent Planning first reported a position in FT Vest US Equity Buffer ETF November in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's FT Vest US Equity Buffer ETF November position peaked at $511K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.