Sage Capital Advisors’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Sage Capital Advisors’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	$2.55M	Sell	70,336 -75	-0.1%	-$2.67K	0.53%	56
2026 Q1	$2.38M	Sell	70,411 -641	-0.9%	-$21.9K	0.55%	50
2025 Q4	$2.41M	Buy	71,052 +5,604	+9%	+$187K	0.57%	48
2025 Q3	$2.16M	Buy	65,448 +1,311	+2%	+$42.4K	0.51%	50
2025 Q2	$2.04M	Buy	64,137 +5,278	+9%	+$161K	0.5%	54
2025 Q1	$1.77M	Buy	+58,859	New	+$1.81M	0.46%	53

Other funds holding FHDG

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

DWM

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

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Sage Capital Advisors's FHDG Position: Q2 2026 in Review

Sage Capital Advisors reduced its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 0.11% in Q2 2026, selling an estimated $2.67K and leaving 70,336 shares worth $2.55M. The position accounts for 0.53% of the portfolio, ranked #56.

Sage Capital Advisors first reported a position in FHDG in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

Sage Capital Advisors held 70,336 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $2.55M as of Q2 2026.
Sage Capital Advisors sold 75 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $2.67K.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.53% of Sage Capital Advisors's portfolio in Q2 2026, its #56 holding.
Sage Capital Advisors first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q1 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.