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

Gallagher Fiduciary Advisors’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$574K	Buy	18,925 +9,700	+105%	+$296K	0.02%	139
2025 Q4	$280K	Hold	9,225	–	–	0.01%	279
2025 Q3	$276K	Hold	9,225	–	–	0.01%	262
2025 Q2	$270K	Hold	9,225	–	–	0.01%	269
2025 Q1	$263K	Buy	+9,225	New	+$264K	0.01%	254

Other funds holding FEBM

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Gallagher Fiduciary Advisors increased its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 105% in Q1 2026, buying an estimated $296K and bringing the position to 18,925 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #139.

Gallagher Fiduciary Advisors first reported a position in FEBM in Q1 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

Gallagher Fiduciary Advisors held 18,925 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $574K as of Q1 2026.
Gallagher Fiduciary Advisors bought 9,700 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $296K.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #139 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

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