TrueWealth Advisors’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

TrueWealth 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
2026 Q3	$436K	Sell	10,438 -580	-5%	-$24K	0.1%	162
2026 Q2	$450K	Hold	11,018	–	–	0.1%	156
2026 Q1	$438K	Sell	11,018 -385	-3%	-$15.2K	0.11%	154
2025 Q4	$449K	Sell	11,403 -1,007	-8%	-$39.2K	0.12%	146
2025 Q3	$479K	Sell	12,410 -1,010	-8%	-$38.6K	0.13%	135
2025 Q2	$506K	Buy	13,420 +272	+2%	+$9.9K	0.15%	125
2025 Q1	$489K	Hold	13,148	–	–	0.16%	110
2024 Q4	$489K	Hold	13,148	–	–	0.16%	115
2024 Q3	$480K	Hold	13,148	–	–	0.16%	112
2024 Q2	$464K	Hold	13,148	–	–	0.17%	102
2024 Q1	$438K	Hold	13,148	–	–	0.17%	101
2023 Q4	$425K	Sell	13,148 -13,235	-50%	-$412K	0.17%	102
2023 Q3	$800K	Hold	26,383	–	–	0.34%	59
2023 Q2	$811K	Sell	26,383 -1,797	-6%	-$53.6K	0.33%	59
2023 Q1	$836K	Hold	28,180	–	–	0.35%	58
2022 Q4	$830K	Hold	28,180	–	–	0.36%	55
2022 Q3	$806K	Hold	28,180	–	–	0.38%	58
2022 Q2	$821K	Buy	+28,180	New	+$855K	0.38%	60

Other funds holding DAPR

SAMC

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

TrueWealth Advisors's DAPR Position: Q3 2026 in Review

TrueWealth Advisors reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 5.3% in Q3 2026, selling an estimated $24K and leaving 10,438 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #162.

TrueWealth Advisors first reported a position in DAPR in Q2 2022 and has held it in 18 quarters since. The position peaked at $836K in Q1 2023. 13 funds tracked by Wall St. Rank hold DAPR as of Q3 2026.

TrueWealth Advisors held 10,438 shares of FT Vest US Equity Deep Buffer ETF April worth $436K as of Q3 2026.
TrueWealth Advisors sold 580 FT Vest US Equity Deep Buffer ETF April shares in Q3 2026, an estimated $24K.
FT Vest US Equity Deep Buffer ETF April made up 0.1% of TrueWealth Advisors's portfolio in Q3 2026, its #162 holding.
TrueWealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and has held it in 18 quarters since.
TrueWealth Advisors's FT Vest US Equity Deep Buffer ETF April position peaked at $836K in Q1 2023.
13 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.