Optivise Advisory Services’s FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF DHDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$286K Buy
7,593
+1,977
+35% +$73.8K 0.14% 166
2026
Q2
$205K Buy
+5,616
New +$200K 0.1% 219

Other funds holding DHDG

Optivise Advisory Services's DHDG Position: Q3 2026 in Review

Optivise Advisory Services increased its FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) stake by 35% in Q3 2026, buying an estimated $73.8K and bringing the position to 7,593 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #166.

Optivise Advisory Services first reported a position in DHDG in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold DHDG as of Q3 2026.

  • Optivise Advisory Services held 7,593 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF worth $286K as of Q3 2026.
  • Optivise Advisory Services bought 1,977 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q3 2026, an estimated $73.8K.
  • FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #166 holding.
  • Optivise Advisory Services first reported a position in FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.