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

Gallagher Fiduciary Advisors’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,882
Closed -$343K – 335
2025
Q1 		$343K Buy
+6,882
New +$355K 0.01% 215

Other funds holding FJUN

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Gallagher Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2025, closing a stake of 6,882 shares — an estimated $343K sold.

Gallagher Fiduciary Advisors first reported a position in FJUN in Q1 2025 and held it in 1 quarter. The position peaked at $343K in Q1 2025. 135 funds tracked by Wall St. Rank hold FJUN as of Q2 2025.

  • Gallagher Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 6,882 FT Vest US Equity Buffer ETF June shares in Q2 2025, an estimated $343K.
  • Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2025 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's FT Vest US Equity Buffer ETF June position peaked at $343K in Q1 2025.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2025.

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