Atria Investments’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Atria Investments’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
2026 Q1	$8M	Buy	149,891 +3,515	+2%	+$193K	0.09%	244
2025 Q4	$8.03M	Buy	146,376 +138,554	+1,771%	+$7.46M	0.09%	242
2025 Q3	$414K	Sell	7,822 -42,139	-84%	-$2.17M	﹤0.01%	1529
2025 Q2	$2.5M	Buy	49,961 +42,798	+597%	+$2.03M	0.03%	633
2025 Q1	$334K	Sell	7,163 -17,103	-70%	-$822K	﹤0.01%	1566
2024 Q4	$1.16M	Buy	24,266 +16,774	+224%	+$802K	0.01%	902
2024 Q3	$353K	Buy	7,492 +50	+0.7%	+$2.32K	﹤0.01%	1525
2024 Q2	$343K	Sell	7,442 -20,647	-74%	-$929K	﹤0.01%	1509
2024 Q1	$1.26M	Sell	28,089 -1,731	-6%	-$75.4K	0.02%	849
2023 Q4	$1.27M	Buy	29,820 +2,255	+8%	+$90.8K	0.02%	794
2023 Q3	$1.07M	Buy	27,565 +88	+0.3%	+$3.55K	0.02%	812
2023 Q2	$1.11M	Sell	27,477 -351	-1%	-$13.5K	0.02%	786
2023 Q1	$1.05M	Buy	+27,828	New	+$1.02M	0.02%	788
2021 Q4	–	Sell	-96,966	Closed	-$3.69M	–	864
2021 Q3	$3.69M	Buy	+96,966	New	+$3.69M	0.07%	342

Other funds holding FNOV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Investments's FNOV Position: Q1 2026 in Review

Atria Investments increased its FT Vest US Equity Buffer ETF November (FNOV) stake by 2.4% in Q1 2026, buying an estimated $193K and bringing the position to 149,891 shares worth $8M. The position accounts for 0.09% of the portfolio, ranked #244.

Atria Investments first reported a position in FNOV in Q3 2021 and has held it in 14 quarters since. The position peaked at $8.03M in Q4 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

Atria Investments held 149,891 shares of FT Vest US Equity Buffer ETF November worth $8M as of Q1 2026.
Atria Investments bought 3,515 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $193K.
FT Vest US Equity Buffer ETF November made up 0.09% of Atria Investments's portfolio in Q1 2026, its #244 holding.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF November in Q3 2021 and has held it in 14 quarters since.
Atria Investments's FT Vest US Equity Buffer ETF November position peaked at $8.03M in Q4 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.