Gladstone Institutional Advisory
FHDG icon

Gladstone Institutional Advisory’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$1.81M Buy
+48,700
New +$1.79M 0.05% 337

Other funds holding FHDG

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RFG Advisory
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Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
First Bankers Trust
First Bankers Trust Louisville, Kentucky $324M AUM 23.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Gladstone Institutional Advisory's FHDG Position: Q3 2026 in Review

Gladstone Institutional Advisory opened a new position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) in Q3 2026: 48,700 shares worth $1.81M. The stake represents 0.05% of the portfolio and ranks #337 among its holdings.

25 funds tracked by Wall St. Rank hold FHDG as of Q3 2026.

  • Gladstone Institutional Advisory held 48,700 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.81M as of Q3 2026.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF was a new Gladstone Institutional Advisory position in Q3 2026.
  • FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #337 holding.
  • 25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.