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

Atria Wealth Solutions’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 Q2	$335K	Sell	6,686 -9,598	-59%	-$455K	0.01%	1106
2025 Q1	$760K	Sell	16,284 -8,422	-34%	-$405K	0.01%	990
2024 Q4	$1.18M	Buy	24,706 +3,023	+14%	+$145K	0.01%	867
2024 Q3	$1.02M	Hold	21,683	–	–	0.01%	907
2024 Q2	$998K	Sell	21,683 -5,812	-21%	-$262K	0.01%	903
2024 Q1	$1.23M	Sell	27,495 -1,988	-7%	-$86.6K	0.01%	822
2023 Q4	$1.25M	Buy	29,483 +7,419	+34%	+$299K	0.02%	776
2023 Q3	$857K	Sell	22,064 -4,557	-17%	-$184K	0.01%	884
2023 Q2	$1.07M	Buy	26,621 +4,863	+22%	+$186K	0.01%	806
2023 Q1	$818K	Buy	21,758 +4,706	+28%	+$173K	0.01%	885
2022 Q4	$606K	Buy	+17,052	New	+$601K	0.01%	988

Other funds holding FNOV

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return

Atria Wealth Solutions's FNOV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 59% in Q2 2025, selling an estimated $455K and leaving 6,686 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1106.

Atria Wealth Solutions first reported a position in FNOV in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 148 funds tracked by Wall St. Rank hold FNOV as of Q2 2025.

Atria Wealth Solutions held 6,686 shares of FT Vest US Equity Buffer ETF November worth $335K as of Q2 2025.
Atria Wealth Solutions sold 9,598 FT Vest US Equity Buffer ETF November shares in Q2 2025, an estimated $455K.
FT Vest US Equity Buffer ETF November made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1106 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF November position peaked at $1.25M in Q4 2023.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.