Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Keystone Wealth Services’s Portfolio DAPR Stock Details DAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,165	Closed	-$267K	–	282
2025 Q1	$267K	Sell	7,165 -1,449	-17%	-$54.3K	0.07%	224
2024 Q4	$321K	Hold	8,614	–	–	0.08%	199
2024 Q3	$314K	Hold	8,614	–	–	0.09%	202
2024 Q2	$304K	Hold	8,614	–	–	0.09%	180
2024 Q1	$287K	Sell	8,614 -218	-2%	-$7.17K	0.09%	174
2023 Q4	$286K	Hold	8,832	–	–	0.1%	175
2023 Q3	$268K	Hold	8,832	–	–	0.1%	169
2023 Q2	$271K	Sell	8,832 -21,835	-71%	-$651K	0.1%	166
2023 Q1	$910K	Sell	30,667 -30,500	-50%	-$905K	0.37%	61
2022 Q4	$1.8M	Hold	61,167	–	–	0.79%	29
2022 Q3	$1.75M	Hold	61,167	–	–	0.83%	27
2022 Q2	$1.78M	Buy	+61,167	New	+$1.86M	0.8%	27

Other funds holding DAPR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Keystone Wealth Services's DAPR Position: Q2 2025 in Review

Keystone Wealth Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2025, closing a stake of 7,165 shares — an estimated $267K sold.

Keystone Wealth Services first reported a position in DAPR in Q2 2022 and held it in 12 quarters. The position peaked at $1.8M in Q4 2022. 84 funds tracked by Wall St. Rank hold DAPR as of Q2 2025.

Keystone Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2025 after selling out during the quarter.
Keystone Wealth Services sold 7,165 FT Vest US Equity Deep Buffer ETF April shares in Q2 2025, an estimated $267K.
Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 12 quarters.
Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF April position peaked at $1.8M in Q4 2022.
84 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.