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

Maia Wealth’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 Q1	$1.19M	Buy	+35,194	New	+$1.2M	0.2%	134
2025 Q4	–	Sell	-58,809	Closed	-$1.96M	–	374
2025 Q3	$1.96M	Sell	58,809 -146,413	-71%	-$4.74M	0.33%	87
2025 Q2	$6.53M	Buy	+205,222	New	+$6.25M	1.24%	15

Other funds holding FHDG

PGWM

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

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 $26.4B AUM 21.05% 1-Year Est. Return

FBT

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Maia Wealth's FHDG Position: Q1 2026 in Review

Maia Wealth opened a new position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) in Q1 2026: 35,194 shares worth $1.19M. The stake represents 0.2% of the portfolio and ranks #134 among its holdings. This is a return to the name: Maia Wealth previously reported a position in FHDG as recently as Q3 2025.

Maia Wealth first reported a position in FHDG in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.53M in Q2 2025. 23 funds tracked by Wall St. Rank hold FHDG as of Q1 2026.

Maia Wealth held 35,194 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.19M as of Q1 2026.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF was a new Maia Wealth position in Q1 2026.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.2% of Maia Wealth's portfolio in Q1 2026, its #134 holding.
Maia Wealth first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q2 2025 and has held it in 3 quarters since.
Maia Wealth's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $6.53M in Q2 2025.
23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.