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

Lionshead 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	$353K	Hold	9,730	–	–	0.23%	72
2026 Q1	$329K	Sell	9,730 -1,437	-13%	-$49.1K	0.24%	74
2025 Q4	$379K	Hold	11,167	–	–	0.28%	71
2025 Q3	$368K	Sell	11,167 -53	-0.5%	-$1.72K	0.29%	71
2025 Q2	$357K	Hold	11,220	–	–	0.33%	69
2025 Q1	$338K	Sell	11,220 -108,852	-91%	-$3.35M	0.35%	64
2024 Q4	$3.68M	Buy	+120,072	New	+$3.7M	2.66%	10

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 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

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

DWM

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

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

Lionshead Wealth Management held its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) position steady in Q2 2026 at 9,730 shares worth $353K. The position accounts for 0.23% of the portfolio, ranked #72.

Lionshead Wealth Management first reported a position in FHDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2024. 30 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

Lionshead Wealth Management held 9,730 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $353K as of Q2 2026.
Lionshead Wealth Management left its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF share count unchanged in Q2 2026.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.23% of Lionshead Wealth Management's portfolio in Q2 2026, its #72 holding.
Lionshead Wealth Management first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $3.68M in Q4 2024.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.