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

SMART Wealth’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	-5,320	Closed	-$226K	–	125
2023 Q4	$226K	Buy	+5,320	New	+$214K	0.12%	75

Other funds holding FNOV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMART Wealth's FNOV Position: Q1 2024 in Review

SMART Wealth sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2024, closing a stake of 5,320 shares — an estimated $226K sold.

SMART Wealth first reported a position in FNOV in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 106 funds tracked by Wall St. Rank hold FNOV as of Q1 2024.

SMART Wealth reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 5,320 FT Vest US Equity Buffer ETF November shares in Q1 2024, an estimated $226K.
SMART Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 1 quarter.
SMART Wealth's FT Vest US Equity Buffer ETF November position peaked at $226K in Q4 2023.
106 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.