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WealthPLAN Partners’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

WealthPLAN Partners’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
-100,272
Closed -$4.8M – 250
2024
Q4 		$4.8M Buy
+100,272
New +$4.8M 0.68% 43

Other funds holding FNOV

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $403M AUM 22.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's FNOV Position: Q1 2025 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2025, closing a stake of 100,272 shares — an estimated $4.8M sold.

WealthPLAN Partners first reported a position in FNOV in Q4 2024 and held it in 1 quarter. The position peaked at $4.8M in Q4 2024. 139 funds tracked by Wall St. Rank hold FNOV as of Q1 2025.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 100,272 FT Vest US Equity Buffer ETF November shares in Q1 2025, an estimated $4.8M.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF November in Q4 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF November position peaked at $4.8M 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 Partners's 13F filing for Q1 2025, filed 12 May 2025.