Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Hold	11,164	–	–	0.02%	194
2026 Q1	$468K	Buy	11,164 +3,596	+48%	+$154K	0.02%	177
2025 Q4	$324K	Hold	7,568	–	–	0.01%	262
2025 Q3	$315K	Hold	7,568	–	–	0.01%	245
2025 Q2	$302K	Buy	7,568 +1,291	+21%	+$49.3K	0.01%	253
2025 Q1	$236K	Buy	+6,277	New	+$242K	0.01%	270

Other funds holding GJAN

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

Gallagher Fiduciary Advisors held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 11,164 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #194.

Gallagher Fiduciary Advisors first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Gallagher Fiduciary Advisors held 11,164 shares of FT Vest US Equity Moderate Buffer ETF January worth $503K as of Q2 2026.
Gallagher Fiduciary Advisors left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #194 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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