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Foundations Investment Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Foundations Investment Advisors’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 		$977K Buy
18,301
+121
+0.7% +$6.63K 0.01% 525
2025
Q4 		$997K Sell
18,180
-69
-0.4% -$3.71K 0.01% 513
2025
Q3 		$965K Sell
18,249
-99
-0.5% -$5.09K 0.01% 477
2025
Q2 		$919K Buy
+18,348
New +$869K 0.01% 452

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors's FNOV Position: Q1 2026 in Review

Foundations Investment Advisors increased its FT Vest US Equity Buffer ETF November (FNOV) stake by 0.67% in Q1 2026, buying an estimated $6.63K and bringing the position to 18,301 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #525.

Foundations Investment Advisors first reported a position in FNOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $997K in Q4 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Foundations Investment Advisors held 18,301 shares of FT Vest US Equity Buffer ETF November worth $977K as of Q1 2026.
  • Foundations Investment Advisors bought 121 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $6.63K.
  • FT Vest US Equity Buffer ETF November made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #525 holding.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's FT Vest US Equity Buffer ETF November position peaked at $997K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.