UWP
DHDG

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

Uniting Wealth Partners’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
2025
Q4 		– Sell
-59,994
Closed -$1.98M – 209
2025
Q3 		$1.98M Buy
+59,994
New +$1.94M 0.47% 43

Other funds holding DHDG

SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Uniting Wealth Partners's DHDG Position: Q4 2025 in Review

Uniting Wealth Partners sold out of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) in Q4 2025, closing a stake of 59,994 shares — an estimated $1.98M sold.

Uniting Wealth Partners first reported a position in DHDG in Q3 2025 and held it in 1 quarter. The position peaked at $1.98M in Q3 2025. 19 funds tracked by Wall St. Rank hold DHDG as of Q4 2025.

  • Uniting Wealth Partners reported no remaining FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 59,994 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q4 2025, an estimated $1.98M.
  • Uniting Wealth Partners first reported a position in FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF in Q3 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position peaked at $1.98M in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.