GFA
DECM

Gallagher Fiduciary Advisors’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Sell
6,235
-645
-9% -$21.2K 0.01% 324
2025
Q4 		$226K Buy
+6,880
New +$224K 0.01% 304

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Gallagher Fiduciary Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 9.4% in Q1 2026, selling an estimated $21.2K and leaving 6,235 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #324.

Gallagher Fiduciary Advisors first reported a position in DECM in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

  • Gallagher Fiduciary Advisors held 6,235 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $204K as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 645 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $21.2K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #324 holding.
  • Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2025 and has held it in 2 quarters since.
  • Gallagher Fiduciary Advisors's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $226K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

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