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Mount Yale Investment Advisors’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-5,470
Closed -$211K – 737
2025
Q3 		$211K Buy
+5,470
New +$209K 0.01% 617

Other funds holding DAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mount Yale Investment Advisors's DAPR Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2025, closing a stake of 5,470 shares — an estimated $211K sold.

Mount Yale Investment Advisors first reported a position in DAPR in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 90 funds tracked by Wall St. Rank hold DAPR as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,470 FT Vest US Equity Deep Buffer ETF April shares in Q4 2025, an estimated $211K.
  • Mount Yale Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF April in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's FT Vest US Equity Deep Buffer ETF April position peaked at $211K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.