Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$665K	Buy	15,950 +1,280	+9%	+$52.7K	0.02%	156
2026 Q1	$594K	Sell	14,670 -495	-3%	-$19.9K	0.02%	134
2025 Q4	$606K	Buy	15,165 +495	+3%	+$19.6K	0.02%	152
2025 Q3	$576K	Hold	14,670	–	–	0.02%	136
2025 Q2	$562K	Sell	14,670 -739	-5%	-$27.4K	0.02%	162
2025 Q1	$579K	Hold	15,409	–	–	0.02%	141
2024 Q4	$578K	Hold	15,409	–	–	0.11%	121
2024 Q3	$566K	Hold	15,409	–	–	0.11%	104
2024 Q2	$550K	Buy	15,409 +5,315	+53%	+$184K	0.12%	97
2024 Q1	$340K	Hold	10,094	–	–	0.01%	138
2023 Q4	$330K	Hold	10,094	–	–	0.01%	133
2023 Q3	$310K	Hold	10,094	–	–	0.03%	127
2023 Q2	$314K	Buy	+10,094	New	+$305K	0.02%	154

Other funds holding GAPR

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

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

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

Gallagher Fiduciary Advisors increased its FT Vest US Equity Moderate Buffer ETF April (GAPR) stake by 8.7% in Q2 2026, buying an estimated $52.7K and bringing the position to 15,950 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #156.

Gallagher Fiduciary Advisors first reported a position in GAPR in Q2 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold GAPR as of Q2 2026.

Gallagher Fiduciary Advisors held 15,950 shares of FT Vest US Equity Moderate Buffer ETF April worth $665K as of Q2 2026.
Gallagher Fiduciary Advisors bought 1,280 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2026, an estimated $52.7K.
FT Vest US Equity Moderate Buffer ETF April made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #156 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and has held it in 13 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2026.

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