UBS Group
FHDG

UBS Group’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

UBS Group’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
2025
Q1 		– Sell
-63
Closed -$1.93K – 10916
2024
Q4 		$1.93K Buy
+63
New +$1.94K ﹤0.01% 9139

Other funds holding FHDG

SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's FHDG Position: Q1 2025 in Review

UBS Group sold out of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) in Q1 2025, closing a stake of 63 shares — an estimated $1.93K sold.

UBS Group first reported a position in FHDG in Q4 2024 and held it in 1 quarter. The position peaked at $1.93K in Q4 2024. 10 funds tracked by Wall St. Rank hold FHDG as of Q1 2025.

  • UBS Group reported no remaining FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 63 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q1 2025, an estimated $1.93K.
  • UBS Group first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q4 2024 and held it in 1 quarter.
  • UBS Group's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $1.93K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.