WWM
FHDG

Westwood Wealth Management’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Westwood Wealth Management’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
2026
Q1 		– Sell
-11,167
Closed -$379K – 129
2025
Q4 		$379K Buy
+11,167
New +$373K 0.28% 71

Other funds holding FHDG

PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westwood Wealth Management's FHDG Position: Q1 2026 in Review

Westwood Wealth Management sold out of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) in Q1 2026, closing a stake of 11,167 shares — an estimated $379K sold.

Westwood Wealth Management first reported a position in FHDG in Q4 2025 and held it in 1 quarter. The position peaked at $379K in Q4 2025. 23 funds tracked by Wall St. Rank hold FHDG as of Q1 2026.

  • Westwood Wealth Management reported no remaining FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 11,167 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q1 2026, an estimated $379K.
  • Westwood Wealth Management first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $379K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.