UWP
DLMY

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

Uniting Wealth Partners’s Portfolio DLMY Stock Details DLMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.42M Buy
+214,729
New +$6.39M 1.3% 22

Other funds holding DLMY

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Uniting Wealth Partners's DLMY Position: Q2 2026 in Review

Uniting Wealth Partners opened a new position in FT Vest U.S. Equity Dual Directional Buffer ETF - May (DLMY) in Q2 2026: 214,729 shares worth $6.42M. The stake represents 1.3% of the portfolio and ranks #22 among its holdings.

11 funds tracked by Wall St. Rank hold DLMY as of Q2 2026.

  • Uniting Wealth Partners held 214,729 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - May worth $6.42M as of Q2 2026.
  • FT Vest U.S. Equity Dual Directional Buffer ETF - May was a new Uniting Wealth Partners position in Q2 2026.
  • FT Vest U.S. Equity Dual Directional Buffer ETF - May made up 1.3% of Uniting Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • 11 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - May as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.