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

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

Envestnet Asset Management

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

Raymond James Financial

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

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

Commonwealth Equity Services

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

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

Carson Wealth (CWM LLC)

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return