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

True Link 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
2024
Q3 		– Sell
-13,725
Closed -$632K – 69
2024
Q2 		$632K Hold
13,725
– – 0.06% 33
2024
Q1 		$614K Sell
13,725
-6,700
-33% -$292K 0.06% 34
2023
Q4 		$868K Sell
20,425
-194,100
-90% -$7.82M 0.09% 31
2023
Q3 		$8.34M Hold
214,525
– – 1% 16
2023
Q2 		$8.64M Hold
214,525
– – 1.04% 16
2023
Q1 		$8.07M Hold
214,525
– – 1.01% 20
2022
Q4 		$7.62M Buy
+214,525
New +$7.56M 1.03% 18

Other funds holding FNOV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

True Link Financial Advisors's FNOV Position: Q3 2024 in Review

True Link Financial Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q3 2024, closing a stake of 13,725 shares — an estimated $632K sold.

True Link Financial Advisors first reported a position in FNOV in Q4 2022 and held it in 7 quarters. The position peaked at $8.64M in Q2 2023. 114 funds tracked by Wall St. Rank hold FNOV as of Q3 2024.

  • True Link Financial Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q3 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 13,725 FT Vest US Equity Buffer ETF November shares in Q3 2024, an estimated $632K.
  • True Link Financial Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and held it in 7 quarters.
  • True Link Financial Advisors's FT Vest US Equity Buffer ETF November position peaked at $8.64M in Q2 2023.
  • 114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q3 2024.

Based on True Link Financial Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.