Gallagher Fiduciary Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,625	Closed	-$762K	–	346
2025 Q4	$762K	Buy	13,625 +1,454	+12%	+$80.2K	0.02%	129
2025 Q3	$666K	Buy	+12,171	New	+$649K	0.02%	115
2025 Q2	–	Sell	-7,470	Closed	-$356K	–	334
2025 Q1	$356K	Buy	+7,470	New	+$367K	0.01%	203

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Gallagher Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 13,625 shares — an estimated $762K sold.

Gallagher Fiduciary Advisors first reported a position in FJUL in Q1 2025 and held it in 3 quarters. The position peaked at $762K in Q4 2025. 148 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Gallagher Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 13,625 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $762K.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and held it in 3 quarters.
Gallagher Fiduciary Advisors's FT Vest US Equity Buffer ETF July position peaked at $762K in Q4 2025.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

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