Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$538K	Sell	12,899 -78	-0.6%	-$3.22K	0.02%	148
2025 Q4	$531K	Sell	12,977 -85	-0.7%	-$3.44K	0.02%	169
2025 Q3	$524K	Sell	13,062 -1	-0%	-$40	0.02%	152
2025 Q2	$509K	Hold	13,063	–	–	0.02%	175
2025 Q1	$486K	Buy	13,063 +330	+3%	+$12.4K	0.02%	159
2024 Q4	$477K	Sell	12,733 -150	-1%	-$5.58K	0.09%	148
2024 Q3	$473K	Hold	12,883	–	–	0.1%	121
2024 Q2	$457K	Sell	12,883 -2,914	-18%	-$101K	0.1%	108
2024 Q1	$544K	Buy	15,797 +8,640	+121%	+$292K	0.02%	105
2023 Q4	$239K	Hold	7,157	–	–	0.01%	165
2023 Q3	$227K	Hold	7,157	–	–	0.02%	152
2023 Q2	$228K	Buy	+7,157	New	+$221K	0.02%	193

Other funds holding GMAR

Raymond James Financial

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

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Bull Harbor Capital Bethesda, Maryland $373M AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return