First Heartland Consultants’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

First Heartland Consultants’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
2025 Q3	–	Sell	-216,951	Closed	-$5.01M	–	540
2025 Q2	$5.01M	Sell	216,951 -9,201	-4%	-$204K	0.45%	58
2025 Q1	$4.99M	Buy	226,152 +61,636	+37%	+$1.42M	0.51%	57
2024 Q4	$3.8M	Buy	+164,516	New	+$3.84M	0.39%	58

Other funds holding SNOV

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAS

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

First Heartland Consultants's SNOV Position: Q3 2025 in Review

First Heartland Consultants sold out of FT Vest US Small Cap Moderate Buffer ETF November (SNOV) in Q3 2025, closing a stake of 216,951 shares — an estimated $5.01M sold.

First Heartland Consultants first reported a position in SNOV in Q4 2024 and held it in 3 quarters. The position peaked at $5.01M in Q2 2025. 51 funds tracked by Wall St. Rank hold SNOV as of Q3 2025.

First Heartland Consultants reported no remaining FT Vest US Small Cap Moderate Buffer ETF November position as of Q3 2025 after selling out during the quarter.
First Heartland Consultants sold 216,951 FT Vest US Small Cap Moderate Buffer ETF November shares in Q3 2025, an estimated $5.01M.
First Heartland Consultants first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q4 2024 and held it in 3 quarters.
First Heartland Consultants's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $5.01M in Q2 2025.
51 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.