ETF Holders

Who owns FHDG?

Buffer or defined outcome

FT Vest U.S. Equity Quarterly Dynamic Buffer ETF · First Trust

28 institutions reported holding FHDG, worth $54.2M, in Form 13F filings for June 30, 2026.

13F holders
28
Institutional value
$54.2M
Change from prior quarter
+82.3%
+$24.5M, with price moves
New and sold-out firms
7 / 1
5 added, 9 trimmed

Top 10 institutional holders of FHDG

FirmLocationValueSharesChange
Investors Portfolio Services LLCPuyallup, WA$20.3M559,359New position
Pitti Group Wealth Management, LLCVictor, NY$12.3M339,548+7,034 shares
RFG Advisory, LLCBirmingham, AL$9.3M257,086+10,417 shares
Sage Capital Advisors,LLCSioux Falls, SD$2.5M70,336−75 shares
Kestra Advisory Services, LLCAustin, TX$1.6M43,602−2,709 shares
Maia Wealth LLCDenver, CO$1.3M35,639+445 shares
Diversify Wealth Management, LLCSandy, UT$1.1M30,151+22,200 shares
Diversify Advisory Services, LLCSandy, UT$1.1M30,151New position
Susquehanna International Group, LLPBala Cynwyd, PA$1.0M27,620−4,854 shares
Novem GroupRochester, NY$681K18,791−2,400 shares
18 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FHDG?

28 institutional managers reported holding FHDG in Form 13F filings for June 30, 2026, worth $54.2M in total. The largest reported position was held by Investors Portfolio Services LLC, at $20.3M.

Did institutions buy or sell FHDG last quarter?

Reported 13F value rose 82.3% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FHDG ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.