Gallagher Fiduciary Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.89M Sell
72,092
-121
-0.2% -$3.21K 0.07% 48
2025
Q4
$1.92M Buy
72,213
+335
+0.5% +$8.76K 0.06% 66
2025
Q3
$1.86M Sell
71,878
-3,115
-4% -$79.2K 0.07% 57
2025
Q2
$1.87M Sell
74,993
-453,973
-86% -$10.8M 0.07% 47
2025
Q1
$12.4M Buy
528,966
+21,449
+4% +$515K 0.41% 22
2024
Q4
$12.1M Buy
507,517
+24,744
+5% +$589K 2.37% 13
2024
Q3
$11.4M Buy
482,773
+471,266
+4,095% +$10.9M 2.3% 14
2024
Q2
$262K Buy
+11,507
New +$258K 0.06% 180

Other funds holding BUFZ

Gallagher Fiduciary Advisors's BUFZ Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 0.17% in Q1 2026, selling an estimated $3.21K and leaving 72,092 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #48.

Gallagher Fiduciary Advisors first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q1 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Gallagher Fiduciary Advisors held 72,092 shares of FT Vest Laddered Moderate Buffer ETF worth $1.89M as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 121 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $3.21K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.07% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #48 holding.
  • Gallagher Fiduciary Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
  • Gallagher Fiduciary Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $12.4M in Q1 2025.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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