NOVM institutional holders

FT Vest U.S. Equity Max Buffer ETF - November · 33 reporting institutions · $14.7M reported value

Funds that can replace NOVM · NOVM return decomposition

Institutional holdings

Institutions reporting NOVM, largest first
InstitutionReported positionAdvisors at firmReport period
Clear Creek Financial Management, LLC$2.9M442026-06-30
Cetera Investment Advisers$1.7M10,3702026-06-30
Susquehanna International Group, LLP$1.2M02026-06-30
Commonwealth Equity Services, LLC$943K2,8632026-06-30
Envestnet Pmc$824.6K602026-06-30
Madrona Financial Services, LLC$666K102026-06-30
Waverly Advisors, LLC$637.7K2312026-06-30
Brass Tax Wealth Management, Inc$608.4K02025-09-30
Gallagher Fiduciary Advisors, LLC$534.7K1262026-06-30
Ameritas Advisory Services, LLC$516.7K5502026-06-30
Truist Financial Corp$470.4K02026-06-30
Glen Eagle Advisors, LLC$427.7K132026-06-30
Capasso Planning Partners LLC$406.6K22026-06-30
Geneos Wealth Management, Inc.$404K1932026-06-30
Old Mission Capital LLC$403.5K02026-06-30
Ae Wealth Management LLC$379.9K4712026-06-30
Kestra Advisory Services, LLC$291.8K1,4792026-06-30
Cwm, LLC$276.9K6672026-03-31
Buck Wealth Strategies, LLC$242.1K502026-06-30
Victory Financial Group, LLC$240.4K562026-06-30
Prasad Wealth Partners, LLC$236.9K112026-06-30
Pks Advisory Services, LLC$201.7K462026-06-30
Regatta Research & Money Management LLC$41.5K62026-06-30
Harbour Investments, Inc.$41.3K2472026-06-30
Osaic Holdings, Inc.$30.7K02026-06-30
Capital Investment Advisory Services, LLC$27K1032026-06-30
Triumph Capital Management$25.3K142026-06-30
Integrity Financial Corp /wa$15.4K142026-06-30
Bernard Wealth Management Corp.$10.3K32026-06-30
Dhjj Financial Advisors, Ltd.$8.9K72026-06-30
Park Avenue Securities LLC$1.8K1,9082026-06-30
Clearstead; Clearstead Advisory Solutions$844642026-06-30
Capital Analysts, LLC$506082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30