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

Kestra Advisory Services’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	$1.58M	Sell	43,602 -2,709	-6%	-$96.4K	0.01%	1497
2026 Q1	$1.57M	Buy	46,311 +5,086	+12%	+$174K	0.01%	1453
2025 Q4	$1.4M	Buy	41,225 +10,218	+33%	+$341K	0.01%	1440
2025 Q3	$1.02M	Buy	31,007 +18,182	+142%	+$588K	﹤0.01%	1572
2025 Q2	$408K	Buy	12,825 +3,825	+43%	+$116K	﹤0.01%	2114
2025 Q1	$271K	Buy	+9,000	New	+$277K	﹤0.01%	2241

Other funds holding FHDG

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

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

DWM

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Kestra Advisory Services's FHDG Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 5.8% in Q2 2026, selling an estimated $96.4K and leaving 43,602 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1497.

Kestra Advisory Services first reported a position in FHDG in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

Kestra Advisory Services held 43,602 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.58M as of Q2 2026.
Kestra Advisory Services sold 2,709 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $96.4K.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1497 holding.
Kestra Advisory Services first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.