Capital Analysts LLC’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Capital Analysts LLC’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	$117K	Sell	3,236 -43	-1%	-$1.53K	﹤0.01%	796
2026 Q1	$110K	Hold	3,279	–	–	﹤0.01%	775
2025 Q4	$111K	Hold	3,279	–	–	﹤0.01%	743
2025 Q3	$108K	Buy	+3,279	New	+$106K	﹤0.01%	720

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

FBT

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Capital Analysts LLC's FHDG Position: Q2 2026 in Review

Capital Analysts LLC reduced its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 1.3% in Q2 2026, selling an estimated $1.53K and leaving 3,236 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Capital Analysts LLC first reported a position in FHDG in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

Capital Analysts LLC held 3,236 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $117K as of Q2 2026.
Capital Analysts LLC sold 43 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $1.53K.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #796 holding.
Capital Analysts LLC 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.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.