CAL
FHDG

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
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

PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 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 $26.4B AUM 21.05% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Analysts LLC's FHDG Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) position steady in Q1 2026 at 3,279 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Capital Analysts LLC first reported a position in FHDG in Q3 2025 and has held it in 3 quarters since. The position peaked at $111K in Q4 2025. 23 funds tracked by Wall St. Rank hold FHDG as of Q1 2026.

  • Capital Analysts LLC held 3,279 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $110K as of Q1 2026.
  • Capital Analysts LLC left its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #775 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 3 quarters since.
  • Capital Analysts LLC's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $111K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.