LI
DAPR icon

LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

LifeWealth Investments’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
2026
Q1 		$700K Hold
17,614
– – 0.21% 67
2025
Q4 		$693K Sell
17,614
-18,230
-51% -$709K 0.22% 72
2025
Q3 		$1.38M Buy
35,844
+6,248
+21% +$238K 0.21% 76
2025
Q2 		$1.12M Buy
29,596
+4,702
+19% +$172K 0.19% 82
2025
Q1 		$927K Buy
24,894
+8,795
+55% +$330K 0.2% 88
2024
Q4 		$599K Buy
+16,099
New +$595K 0.4% 61

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SWASL
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MA
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Envestnet Asset Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return