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 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

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SMART Wealth's DHDG Position: Q2 2026 in Review

SMART Wealth reduced its FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) stake by 11% in Q2 2026, selling an estimated $612K and leaving 139,786 shares worth $5.11M. The position accounts for 1.1% of the portfolio, ranked #21.

SMART Wealth first reported a position in DHDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q1 2025. 33 funds tracked by Wall St. Rank hold DHDG as of Q2 2026.

SMART Wealth held 139,786 shares of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF worth $5.11M as of Q2 2026.
SMART Wealth sold 17,153 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q2 2026, an estimated $612K.
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF made up 1.1% of SMART Wealth's portfolio in Q2 2026, its #21 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 6 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.
33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.