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
2026 Q2	$1.03M	Buy	+17,251	New	+$1.02M	0.03%	114
2025 Q2	–	Sell	-6,882	Closed	-$343K	–	335
2025 Q1	$343K	Buy	+6,882	New	+$355K	0.01%	215

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Gallagher Fiduciary Advisors's FJUN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026: 17,251 shares worth $1.03M. The stake represents 0.03% of the portfolio and ranks #114 among its holdings. This is a return to the name: Gallagher Fiduciary Advisors previously reported a position in FJUN as recently as Q1 2025.

Gallagher Fiduciary Advisors first reported a position in FJUN in Q1 2025 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Gallagher Fiduciary Advisors held 17,251 shares of FT Vest US Equity Buffer ETF June worth $1.03M as of Q2 2026.
FT Vest US Equity Buffer ETF June was a new Gallagher Fiduciary Advisors position in Q2 2026.
FT Vest US Equity Buffer ETF June made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #114 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2025 and has held it in 2 quarters since.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.