LWM
DHDG

Lionshead Wealth Management’s FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF DHDG Stock Holding History

Lionshead Wealth Management’s Portfolio DHDG Stock Details DHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-81,238
Closed -$2.45M – 99
2025
Q1 		$2.45M Buy
+81,238
New +$2.5M 2.55% 11

Other funds holding DHDG

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lionshead Wealth Management's DHDG Position: Q2 2025 in Review

Lionshead Wealth Management sold out of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) in Q2 2025, closing a stake of 81,238 shares — an estimated $2.45M sold.

Lionshead Wealth Management first reported a position in DHDG in Q1 2025 and held it in 1 quarter. The position peaked at $2.45M in Q1 2025. 12 funds tracked by Wall St. Rank hold DHDG as of Q2 2025.

  • Lionshead Wealth Management reported no remaining FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position as of Q2 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 81,238 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q2 2025, an estimated $2.45M.
  • Lionshead Wealth Management first reported a position in FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF in Q1 2025 and held it in 1 quarter.
  • Lionshead Wealth Management's FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position peaked at $2.45M in Q1 2025.
  • 12 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q2 2025.

Based on Lionshead Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.