Diversify Wealth Management’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.18M Buy
31,451
+1,300
+4% +$47.9K 0.02% 609
2026
Q2
$1.09M Buy
30,151
+22,200
+279% +$790K 0.02% 600
2026
Q1
$281K Buy
+7,951
New +$272K 0.01% 986

Other funds holding FHDG

Diversify Wealth Management's FHDG Position: Q3 2026 in Review

Diversify Wealth Management increased its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 4.3% in Q3 2026, buying an estimated $47.9K and bringing the position to 31,451 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #609.

Diversify Wealth Management first reported a position in FHDG in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold FHDG as of Q3 2026.

  • Diversify Wealth Management held 31,451 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.18M as of Q3 2026.
  • Diversify Wealth Management bought 1,300 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q3 2026, an estimated $47.9K.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #609 holding.
  • Diversify Wealth Management first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.