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 Q3	$5.21M	Sell	138,390 -1,396	-1%	-$52.1K	1.06%	18
2026 Q2	$5.11M	Sell	139,786 -17,153	-11%	-$612K	1.1%	21
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

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

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SMART Wealth's DHDG Position: Q3 2026 in Review

SMART Wealth reduced its FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) stake by 1% in Q3 2026, selling an estimated $52.1K and leaving 138,390 shares worth $5.21M. The position accounts for 1.06% of the portfolio, ranked #18.

SMART Wealth first reported a position in DHDG in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.7M in Q1 2025. 16 funds tracked by Wall St. Rank hold DHDG as of Q3 2026.

SMART Wealth held 138,390 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF worth $5.21M as of Q3 2026.
SMART Wealth sold 1,396 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q3 2026, an estimated $52.1K.
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF made up 1.06% of SMART Wealth's portfolio in Q3 2026, its #18 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 7 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.
16 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 SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.