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WealthPlan Investment Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

WealthPlan Investment Management’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
2025
Q1 		– Sell
-174,540
Closed -$8.35M – 275
2024
Q4 		$8.35M Buy
+174,540
New +$8.35M 0.82% 42

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's FNOV Position: Q1 2025 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2025, closing a stake of 174,540 shares — an estimated $8.35M sold.

WealthPlan Investment Management first reported a position in FNOV in Q4 2024 and held it in 1 quarter. The position peaked at $8.35M in Q4 2024. 139 funds tracked by Wall St. Rank hold FNOV as of Q1 2025.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 174,540 FT Vest US Equity Buffer ETF November shares in Q1 2025, an estimated $8.35M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Buffer ETF November position peaked at $8.35M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.