Gallagher Fiduciary Advisors’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio NOVM Stock Details NOVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Hold	15,855	–	–	0.02%	154
2025 Q4	$521K	Buy	15,855 +7,677	+94%	+$250K	0.02%	174
2025 Q3	$263K	Hold	8,178	–	–	0.01%	267
2025 Q2	$257K	Hold	8,178	–	–	0.01%	276
2025 Q1	$249K	Hold	8,178	–	–	0.01%	259
2024 Q4	$250K	Buy	+8,178	New	+$251K	0.05%	245

Other funds holding NOVM

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gallagher Fiduciary Advisors's NOVM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q1 2026 at 15,855 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #154.

Gallagher Fiduciary Advisors first reported a position in NOVM in Q4 2024 and has held it in 6 quarters since. The position peaked at $521K in Q4 2025. 32 funds tracked by Wall St. Rank hold NOVM as of Q1 2026.

Gallagher Fiduciary Advisors held 15,855 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $519K as of Q1 2026.
Gallagher Fiduciary Advisors left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #154 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 6 quarters since.
Gallagher Fiduciary Advisors's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $521K in Q4 2025.
32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.