ForthRight Wealth Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

ForthRight Wealth Management’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	$365K	Hold	6,840	–	–	0.1%	55
2025 Q4	$375K	Sell	6,840 -275	-4%	-$14.8K	0.11%	54
2025 Q3	$376K	Sell	7,115 -250	-3%	-$12.9K	0.11%	51
2025 Q2	$369K	Hold	7,365	–	–	0.12%	50
2025 Q1	$344K	Hold	7,365	–	–	0.12%	46
2024 Q4	$352K	Sell	7,365 -20	-0.3%	-$957	0.12%	47
2024 Q3	$348K	Hold	7,385	–	–	0.12%	49
2024 Q2	$340K	Hold	7,385	–	–	0.12%	49
2024 Q1	$330K	Hold	7,385	–	–	0.12%	49
2023 Q4	$314K	Buy	7,385 +1,625	+28%	+$65.5K	0.12%	47
2023 Q3	$224K	Hold	5,760	–	–	0.1%	53
2023 Q2	$232K	Hold	5,760	–	–	0.1%	52
2023 Q1	$217K	Hold	5,760	–	–	0.1%	55
2022 Q4	$205K	Buy	+5,760	New	+$203K	0.1%	50

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

ForthRight Wealth Management's FNOV Position: Q1 2026 in Review

ForthRight Wealth Management held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q1 2026 at 6,840 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #55.

ForthRight Wealth Management first reported a position in FNOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $376K in Q3 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

ForthRight Wealth Management held 6,840 shares of FT Vest US Equity Buffer ETF November worth $365K as of Q1 2026.
ForthRight Wealth Management left its FT Vest US Equity Buffer ETF November share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF November made up 0.1% of ForthRight Wealth Management's portfolio in Q1 2026, its #55 holding.
ForthRight Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and has held it in 14 quarters since.
ForthRight Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $376K in Q3 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.