Ftequity Qrtrly DYN Buff ETF (FHDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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RFG Advisory, LLC

INCREASED

Shares261,261 from 257,086

Change+4,175 (+2%)

Value$9.7M (+$406.7K)

Filed 2026-11-03

Bullseye Investment Management, LLC

INCREASED

Shares232,668 from 156,393

Change+76,275 (+49%)

Value$8.7M (+$3.0M)

Filed 2026-10-29

Sage Capital Advisors,llc

INCREASED

Shares71,226 from 70,336

Change+890 (+1%)

Value$2.7M (+$101.9K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares50,052 from 43,602

Change+6,450 (+15%)

Value$1.9M (+$282.7K)

Filed 2026-11-02

Diversify Wealth Management, LLC

INCREASED

Shares31,451 from 30,151

Change+1,300 (+4%)

Value$1.2M (+$86.6K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares31,451 from 30,151

Change+1,300 (+4%)

Value$1.2M (+$86.6K)

Filed 2026-10-20

Novem Group

INCREASED

Shares19,349 from 18,791

Change+558 (+3%)

Value$720.1K (+$39.1K)

Filed 2026-10-19

Lionshead Wealth Management, LLC

UNCHANGED

Shares9,730 from 9,730

Change0 (0%)

Value$362.1K (+$9.5K)

Filed 2026-10-21

Triumph Capital Management

INCREASED

Shares6,867 from 6,674

Change+193 (+3%)

Value$255.6K (+$13.7K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

DECREASED

Shares6,003 from 7,108

Change-1,105 (-16%)

Value$223.4K (-$34.2K)

Filed 2026-11-02

Quad-Cities Investment Group, LLC

UNCHANGED

Shares5,889 from 5,889

Change0 (0%)

Value$219.2K (+$5.8K)

Filed 2026-10-16

Prime Capital Investment Advisors, LLC

DECREASED

Shares5,820 from 8,046

Change-2,226 (-28%)

Value$216.6K (-$75.0K)

Filed 2026-10-20

Creative Financial Designs Inc

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$22.3K (+$587)

Filed 2026-11-04

Maia Wealth LLC

CLOSED

Shares0 from 35,639

Change-35,639 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-19

Investors Portfolio Services LLC

N/A

Shares— from 559,359

Change-559,359 (-100%)

Value—

Pitti Group Wealth Management, LLC

N/A

Shares— from 339,548

Change-339,548 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,620

Change-27,620 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 10,189

Change-10,189 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,338

Change-7,338 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 5,641

Change-5,641 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,558

Change-5,558 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 3,236

Change-3,236 (-100%)

Value—

Barclays PLC

N/A

Shares— from 2,546

Change-2,546 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 2,479

Change-2,479 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,451

Change-2,451 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 1,739

Change-1,739 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,033

Change-1,033 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

	Status
RFG Advisory, LLC	INCREASED	261,261	257,086	+4,175	+2%	$9.3M	$9.7M	+$406.7K	2026-11-03
Bullseye Investment Management, LLC	INCREASED	232,668	156,393	+76,275	+49%	$5.7M	$8.7M	+$3.0M	2026-10-29
Sage Capital Advisors,llc	INCREASED	71,226	70,336	+890	+1%	$2.5M	$2.7M	+$101.9K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	50,052	43,602	+6,450	+15%	$1.6M	$1.9M	+$282.7K	2026-11-02
Diversify Wealth Management, LLC	INCREASED	31,451	30,151	+1,300	+4%	$1.1M	$1.2M	+$86.6K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	31,451	30,151	+1,300	+4%	$1.1M	$1.2M	+$86.6K	2026-10-20
Novem Group	INCREASED	19,349	18,791	+558	+3%	$681.0K	$720.1K	+$39.1K	2026-10-19
Lionshead Wealth Management, LLC	UNCHANGED	9,730	9,730	0	0%	$352.6K	$362.1K	+$9.5K	2026-10-21
Triumph Capital Management	INCREASED	6,867	6,674	+193	+3%	$241.9K	$255.6K	+$13.7K	2026-10-14
Commonwealth Equity Services, LLC	DECREASED	6,003	7,108	-1,105	-16%	$257.6K	$223.4K	-$34.2K	2026-11-02
Quad-Cities Investment Group, LLC	UNCHANGED	5,889	5,889	0	0%	$213.4K	$219.2K	+$5.8K	2026-10-16
Prime Capital Investment Advisors, LLC	DECREASED	5,820	8,046	-2,226	-28%	$291.6K	$216.6K	-$75.0K	2026-10-20
Creative Financial Designs Inc	UNCHANGED	600	600	0	0%	$21.7K	$22.3K	+$587	2026-11-04
Maia Wealth LLC	CLOSED	0	35,639	-35,639	-100%	$1.3M	$0	-$1.3M	2026-10-19
Investors Portfolio Services LLC	N/A	—	559,359	-559,359	-100%	$20.3M	—	—	—
Pitti Group Wealth Management, LLC	N/A	—	339,548	-339,548	-100%	$12.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	27,620	-27,620	-100%	$1.0M	—	—	—
Belpointe Asset Management LLC	N/A	—	10,189	-10,189	-100%	$369.3K	—	—	—
Jane Street Group, LLC	N/A	—	7,338	-7,338	-100%	$265.9K	—	—	—
Old Mission Capital LLC	N/A	—	5,641	-5,641	-100%	$204.4K	—	—	—
JPMorgan Chase & Co	N/A	—	5,558	-5,558	-100%	$200.7K	—	—	—
Capital Analysts, LLC	N/A	—	3,236	-3,236	-100%	$117.0K	—	—	—
Barclays PLC	N/A	—	2,546	-2,546	-100%	$92.3K	—	—	—
Hollencrest Capital Management	N/A	—	2,479	-2,479	-100%	$89.8K	—	—	—
Harbour Investments, Inc.	N/A	—	2,451	-2,451	-100%	$88.8K	—	—	—
Integrity Financial Corp	N/A	—	1,739	-1,739	-100%	$63.0K	—	—	—
Caitlin John, LLC	N/A	—	1,478	-1,478	-100%	$53.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,033	-1,033	-100%	$37.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	1,000	-1,000	-100%	$36.2K	—	—	—

Showing 29 of 29 institutions