WealthPLAN Partners LLC Takes $4.80 Million Position in FT Vest U.S. Equity Buffer ETF – November (BATS:FNOV)

WealthPLAN Partners LLC bought a new stake in FT Vest U.S. Equity Buffer ETF – November (BATS:FNOV) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 100,272 shares of the company’s stock, valued at approximately $4,795,000. WealthPLAN Partners LLC owned approximately 0.72% of FT Vest U.S. Equity Buffer ETF – November as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Altman Advisors Inc. raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – November by 2.0% in the third quarter. Altman Advisors Inc. now owns 378,911 shares of the company’s stock valued at $17,876,000 after buying an additional 7,534 shares during the last quarter. McCarthy & Cox raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – November by 4.2% in the fourth quarter. McCarthy & Cox now owns 332,937 shares of the company’s stock valued at $15,921,000 after buying an additional 13,381 shares during the last quarter. Clear Creek Financial Management LLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – November in the fourth quarter valued at about $5,216,000. Assetmark Inc. raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – November by 198.7% in the third quarter. Assetmark Inc. now owns 63,992 shares of the company’s stock valued at $3,019,000 after buying an additional 42,572 shares during the last quarter. Finally, McKinley Carter Wealth Services Inc. raised its holdings in shares of FT Vest U.S. Equity Buffer ETF – November by 1.5% in the fourth quarter. McKinley Carter Wealth Services Inc. now owns 61,386 shares of the company’s stock valued at $2,935,000 after buying an additional 921 shares during the last quarter.

FT Vest U.S. Equity Buffer ETF – November Price Performance

FT Vest U.S. Equity Buffer ETF – November stock opened at $49.21 on Friday. The firm has a 50-day simple moving average of $48.46 and a 200-day simple moving average of $47.56. The company has a market capitalization of $681.49 million, a PE ratio of 24.42 and a beta of 0.72.

FT Vest U.S. Equity Buffer ETF – November Profile

The FT Cboe Vest U.S. Equity Buffer ETF – November (FNOV) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on SPY ETF over a specific holdings period. The actively-managed fund holds options and collateral. FNOV was launched on Nov 15, 2019 and is managed by First Trust.