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 Q3	–	Sell	-35,639	Closed	-$1.29M	–	381
2026 Q2	$1.29M	Buy	35,639 +445	+1%	+$15.8K	0.19%	136
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

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's FHDG Position: Q3 2026 in Review

Maia Wealth sold out of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) in Q3 2026, closing a stake of 35,639 shares — an estimated $1.29M sold.

Maia Wealth first reported a position in FHDG in Q2 2025 and held it in 4 quarters. The position peaked at $6.53M in Q2 2025. 13 funds tracked by Wall St. Rank hold FHDG as of Q3 2026.

Maia Wealth reported no remaining FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 35,639 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q3 2026, an estimated $1.29M.
Maia Wealth first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q2 2025 and held it in 4 quarters.
Maia Wealth's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $6.53M in Q2 2025.
13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.