OneDigital Investment Advisors’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

OneDigital Investment Advisors’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
2024 Q4	–	Sell	-17,540	Closed	-$401K	–	1506
2024 Q3	$401K	Sell	17,540 -1,103	-6%	-$24.7K	﹤0.01%	1020
2024 Q2	$407K	Sell	18,643 -97	-0.5%	-$2.1K	0.01%	978
2024 Q1	$408K	Buy	+18,740	New	+$397K	0.01%	811

Other funds holding SNOV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OneDigital Investment Advisors's SNOV Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Small Cap Moderate Buffer ETF November (SNOV) in Q4 2024, closing a stake of 17,540 shares — an estimated $401K sold.

OneDigital Investment Advisors first reported a position in SNOV in Q1 2024 and held it in 3 quarters. The position peaked at $408K in Q1 2024. 46 funds tracked by Wall St. Rank hold SNOV as of Q4 2024.

OneDigital Investment Advisors reported no remaining FT Vest US Small Cap Moderate Buffer ETF November position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 17,540 FT Vest US Small Cap Moderate Buffer ETF November shares in Q4 2024, an estimated $401K.
OneDigital Investment Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q1 2024 and held it in 3 quarters.
OneDigital Investment Advisors's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $408K in Q1 2024.
46 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.