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

Sigma Planning Corp’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
Q4 		– Sell
-4,660
Closed -$220K – 1198
2024
Q3 		$220K Hold
4,660
– – 0.01% 1095
2024
Q2 		$215K Sell
4,660
-1,115
-19% -$50.2K 0.01% 1060
2024
Q1 		$258K Buy
+5,775
New +$252K 0.01% 1023
2023
Q2 		– Sell
-10,705
Closed -$402K – 1269
2023
Q1 		$402K Sell
10,705
-820
-7% -$30.1K 0.01% 888
2022
Q4 		$409K Buy
11,525
+3,920
+52% +$138K 0.01% 847
2022
Q3 		$251K Sell
7,605
-775
-9% -$27.5K 0.01% 1014
2022
Q2 		$285K Buy
+8,380
New +$299K 0.01% 1015
2022
Q1 		– Sell
-13,445
Closed -$524K – 1410
2021
Q4 		$524K Buy
+13,445
New +$517K 0.01% 831
2020
Q4 		– Sell
-49,995
Closed -$1.63M – 1220
2020
Q3 		$1.63M Sell
49,995
-1,220
-2% -$39.2K 0.06% 282
2020
Q2 		$1.57M Sell
51,215
-35
-0.1% -$1.03K 0.07% 279
2020
Q1 		$1.4M Buy
+51,250
New +$1.55M 0.08% 251

Other funds holding FNOV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Sigma Planning Corp's FNOV Position: Q4 2024 in Review

Sigma Planning Corp sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2024, closing a stake of 4,660 shares — an estimated $220K sold.

Sigma Planning Corp first reported a position in FNOV in Q1 2020 and held it in 11 quarters. The position peaked at $1.63M in Q3 2020. 152 funds tracked by Wall St. Rank hold FNOV as of Q4 2024.

  • Sigma Planning Corp reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 4,660 FT Vest US Equity Buffer ETF November shares in Q4 2024, an estimated $220K.
  • Sigma Planning Corp first reported a position in FT Vest US Equity Buffer ETF November in Q1 2020 and held it in 11 quarters.
  • Sigma Planning Corp's FT Vest US Equity Buffer ETF November position peaked at $1.63M in Q3 2020.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.