CJ
FHDG

Caitlin John’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Caitlin John’s Portfolio FHDG Stock Details FHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6K Sell
1,478
-142
-9% -$5.05K 0.03% 353
2026
Q1 		$54.8K Sell
1,620
-392
-19% -$13.4K 0.03% 298
2025
Q4 		$68.3K Buy
2,012
+44
+2% +$1.47K 0.04% 267
2025
Q3 		$64.9K Buy
+1,968
New +$63.7K 0.05% 234

Other funds holding FHDG

IPS
Investors Portfolio Services Puyallup, Washington $131M AUM
PGWM
Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Caitlin John's FHDG Position: Q2 2026 in Review

Caitlin John reduced its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 8.8% in Q2 2026, selling an estimated $5.05K and leaving 1,478 shares worth $53.6K. The position accounts for 0.03% of the portfolio, ranked #353.

Caitlin John first reported a position in FHDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $68.3K in Q4 2025. 29 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

  • Caitlin John held 1,478 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $53.6K as of Q2 2026.
  • Caitlin John sold 142 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $5.05K.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #353 holding.
  • Caitlin John first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q3 2025 and has held it in 4 quarters since.
  • Caitlin John's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $68.3K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.