SW
DHDG

SMART Wealth’s FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF DHDG Stock Holding History

SMART Wealth’s Portfolio DHDG Stock Details DHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28M Sell
156,939
-2,037
-1% -$69.9K 1.55% 13
2025
Q4 		$5.41M Sell
158,976
-16,030
-9% -$539K 1.65% 14
2025
Q3 		$5.78M Sell
175,006
-22,650
-11% -$733K 2.18% 11
2025
Q2 		$6.3M Sell
197,656
-190,278
-49% -$5.91M 1.98% 13
2025
Q1 		$11.7M Buy
+387,934
New +$11.9M 4.19% 3

Other funds holding DHDG

IPS
Investors Portfolio Services Puyallup, Washington $108M AUM
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SMART Wealth's DHDG Position: Q1 2026 in Review

SMART Wealth reduced its FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) stake by 1.3% in Q1 2026, selling an estimated $69.9K and leaving 156,939 shares worth $5.28M. The position accounts for 1.55% of the portfolio, ranked #13.

SMART Wealth first reported a position in DHDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q1 2025. 25 funds tracked by Wall St. Rank hold DHDG as of Q1 2026.

  • SMART Wealth held 156,939 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF worth $5.28M as of Q1 2026.
  • SMART Wealth sold 2,037 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q1 2026, an estimated $69.9K.
  • FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF made up 1.55% of SMART Wealth's portfolio in Q1 2026, its #13 holding.
  • SMART Wealth first reported a position in FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • SMART Wealth's FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position peaked at $11.7M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.