Who owns FT Vest U.S. Equity Quarterly Dynamic Buffer ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FHDG from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 29 institutions disclosed 1.7M shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $59.8M — about 75.6% of shares outstanding; the largest disclosed holder is Investors Portfolio Services LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
29
13F holders
$59.8M
value, 2026 filers
75.6%
of shares outstanding (1.7M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FHDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Investors Portfolio Services LLCNEW | 559,359 | $20.3M | 15.5% | 25.6% | new |
| 2 | Pitti Group Wealth Management, LLC | 339,548 | $12.3M | 9.0% | 15.5% | +2.1% |
| 3 | RFG Advisory, LLC | 257,086 | $9.3M | 0.1% | 11.8% | +4.2% |
| 4 | Bullseye Investment Management, LLCNEW | 156,393 | $5.7M | 2.8% | 7.2% | new |
| 5 | Sage Capital Advisors,llc | 70,336 | $2.5M | 0.5% | 3.2% | -0.1% |
| 6 | Kestra Advisory Services, LLC | 43,602 | $1.6M | 0.0% | 2% | -5.8% |
| 7 | Maia Wealth LLC | 35,639 | $1.3M | 0.2% | 1.6% | +1.3% |
| 8 | Diversify Advisory Services, LLCNEW | 30,151 | $1.1M | 0.0% | 1.4% | new |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 30,151 | $1.1M | 0.0% | 1.4% | +279.2% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,620 | $1.0M | 0.0% | 1.3% | -14.9% |
| 11 | NOVEM GROUP | 18,791 | $680,988 | 0.1% | 0.9% | -11.3% |
| 12 | Belpointe Asset Management LLC | 10,189 | $369,250 | 0.0% | 0.5% | 0.0% |
| 13 | Lionshead Wealth Management, LLC | 9,730 | $352,616 | 0.2% | 0.4% | 0.0% |
| 14 | Prime Capital Investment Advisors, LLCNEW | 8,046 | $291,588 | 0.0% | 0.4% | new |
| 15 | JANE STREET GROUP, LLCNEW | 7,338 | $265,930 | 0.0% | 0.3% | new |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 7,108 | $257,590 | 0.0% | 0.3% | 0.0% |
| 17 | Triumph Capital ManagementNEW | 6,674 | $241,866 | 0.0% | 0.3% | new |
| 18 | Quad-Cities Investment Group, LLCNEW | 5,889 | $213,418 | 0.1% | 0.3% | new |
| 19 | OLD MISSION CAPITAL LLC | 5,641 | $204,430 | 0.0% | 0.3% | -75.6% |
| 20 | JPMORGAN CHASE & CO | 5,558 | $200,727 | 0.0% | 0.3% | -71.9% |
| 21 | Capital Analysts, LLC | 3,236 | $117,000 | 0.0% | 0.1% | -1.3% |
| 22 | BARCLAYS PLC | 2,546 | $92,267 | 0.0% | 0.1% | 0.0% |
| 23 | HOLLENCREST CAPITAL MANAGEMENT | 2,479 | $89,839 | 0.0% | 0.1% | 0.0% |
| 24 | HARBOUR INVESTMENTS, INC. | 2,451 | $88,824 | 0.0% | 0.1% | 0.0% |
| 25 | Integrity Financial Corp /WA | 1,739 | $63,022 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.