Uniting Wealth Partners’s FT Vest U.S. Equity Dual Directional Buffer ETF - August DLAG Stock Holding History

Uniting Wealth Partners’s Portfolio DLAG Stock Details DLAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.98M	Buy	194,261 +13,645	+8%	+$427K	1.27%	19
2025 Q4	$5.65M	Buy	+180,616	New	+$5.58M	1.73%	15

Other funds holding DLAG

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Uniting Wealth Partners's DLAG Position: Q1 2026 in Review

Uniting Wealth Partners increased its FT Vest U.S. Equity Dual Directional Buffer ETF - August (DLAG) stake by 7.6% in Q1 2026, buying an estimated $427K and bringing the position to 194,261 shares worth $5.98M. The position accounts for 1.27% of the portfolio, ranked #19.

Uniting Wealth Partners first reported a position in DLAG in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DLAG as of Q1 2026.

Uniting Wealth Partners held 194,261 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - August worth $5.98M as of Q1 2026.
Uniting Wealth Partners bought 13,645 FT Vest U.S. Equity Dual Directional Buffer ETF - August shares in Q1 2026, an estimated $427K.
FT Vest U.S. Equity Dual Directional Buffer ETF - August made up 1.27% of Uniting Wealth Partners's portfolio in Q1 2026, its #19 holding.
Uniting Wealth Partners first reported a position in FT Vest U.S. Equity Dual Directional Buffer ETF - August in Q4 2025 and has held it in 2 quarters since.
19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - August as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.