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Gallagher Fiduciary Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,630
Closed -$362K – 330
2025
Q1 		$362K Buy
+8,630
New +$375K 0.01% 200

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Gallagher Fiduciary Advisors's DJUN Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2025, closing a stake of 8,630 shares — an estimated $362K sold.

Gallagher Fiduciary Advisors first reported a position in DJUN in Q1 2025 and held it in 1 quarter. The position peaked at $362K in Q1 2025. 96 funds tracked by Wall St. Rank hold DJUN as of Q2 2025.

  • Gallagher Fiduciary Advisors reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q2 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 8,630 FT Vest US Equity Deep Buffer ETF June shares in Q2 2025, an estimated $362K.
  • Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q1 2025 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $362K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.