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

Waverly 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
Q1 		$735K Sell
18,486
-350
-2% -$13.8K 0.01% 926
2025
Q4 		$741K Buy
+18,836
New +$733K 0.01% 860

Other funds holding DAPR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Waverly Advisors's DAPR Position: Q1 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 1.9% in Q1 2026, selling an estimated $13.8K and leaving 18,486 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #926.

Waverly Advisors first reported a position in DAPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $741K in Q4 2025. 85 funds tracked by Wall St. Rank hold DAPR as of Q1 2026.

  • Waverly Advisors held 18,486 shares of FT Vest US Equity Deep Buffer ETF April worth $735K as of Q1 2026.
  • Waverly Advisors sold 350 FT Vest US Equity Deep Buffer ETF April shares in Q1 2026, an estimated $13.8K.
  • FT Vest US Equity Deep Buffer ETF April made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #926 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest US Equity Deep Buffer ETF April position peaked at $741K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.