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BFI Wealth Solutions’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

BFI Wealth Solutions’s Portfolio SNOV Stock Details SNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
52,278
-875
-2% -$22.1K 1.26% 30
2025
Q4 		$1.31M Buy
+53,153
New +$1.32M 1.25% 26

Other funds holding SNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

BFI Wealth Solutions's SNOV Position: Q1 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) stake by 1.6% in Q1 2026, selling an estimated $22.1K and leaving 52,278 shares worth $1.31M. The position accounts for 1.26% of the portfolio, ranked #30.

BFI Wealth Solutions first reported a position in SNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.31M in Q4 2025. 64 funds tracked by Wall St. Rank hold SNOV as of Q1 2026.

  • BFI Wealth Solutions held 52,278 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $1.31M as of Q1 2026.
  • BFI Wealth Solutions sold 875 FT Vest US Small Cap Moderate Buffer ETF November shares in Q1 2026, an estimated $22.1K.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 1.26% of BFI Wealth Solutions's portfolio in Q1 2026, its #30 holding.
  • BFI Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $1.31M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q1 2026.

Based on BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.