Uniting Wealth Partners
DLMY icon

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
Q3 		– Sell
-214,729
Closed -$6.42M – 237
2026
Q2 		$6.42M Buy
+214,729
New +$6.39M 1.3% 22

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Titleist Asset Management
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CreativeOne Wealth
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Commonwealth Equity Services
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DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
SEP
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Novem Group
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Uniting Wealth Partners's DLMY Position: Q3 2026 in Review

Uniting Wealth Partners sold out of FT Vest U.S. Equity Dual Directional Buffer ETF - May (DLMY) in Q3 2026, closing a stake of 214,729 shares — an estimated $6.42M sold.

Uniting Wealth Partners first reported a position in DLMY in Q2 2026 and held it in 1 quarter. The position peaked at $6.42M in Q2 2026. 17 funds tracked by Wall St. Rank hold DLMY as of Q3 2026.

  • Uniting Wealth Partners reported no remaining FT Vest U.S. Equity Dual Directional Buffer ETF - May position as of Q3 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 214,729 FT Vest U.S. Equity Dual Directional Buffer ETF - May shares in Q3 2026, an estimated $6.42M.
  • Uniting Wealth Partners first reported a position in FT Vest U.S. Equity Dual Directional Buffer ETF - May in Q2 2026 and held it in 1 quarter.
  • Uniting Wealth Partners's FT Vest U.S. Equity Dual Directional Buffer ETF - May position peaked at $6.42M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - May as of Q3 2026.

Based on Uniting Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.