DWM
FHDG

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

Diversify Wealth Management’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 		$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

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Diversify Wealth Management's FHDG Position: Q2 2026 in Review

Diversify Wealth Management increased its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 279% in Q2 2026, buying an estimated $790K and bringing the position to 30,151 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #600.

Diversify Wealth Management first reported a position in FHDG in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

  • Diversify Wealth Management held 30,151 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.09M as of Q2 2026.
  • Diversify Wealth Management bought 22,200 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $790K.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #600 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 2 quarters since.
  • 29 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.