GFA
SEPM

Gallagher Fiduciary Advisors’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Sell
7,315
-700
-9% -$22.3K 0.01% 302
2025
Q4 		$255K Hold
8,015
– – 0.01% 289
2025
Q3 		$252K Buy
+8,015
New +$250K 0.01% 271

Other funds holding SEPM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gallagher Fiduciary Advisors's SEPM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 8.7% in Q1 2026, selling an estimated $22.3K and leaving 7,315 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #302.

Gallagher Fiduciary Advisors first reported a position in SEPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 31 funds tracked by Wall St. Rank hold SEPM as of Q1 2026.

  • Gallagher Fiduciary Advisors held 7,315 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $232K as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 700 FT Vest U.S. Equity Max Buffer ETF - September shares in Q1 2026, an estimated $22.3K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #302 holding.
  • Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
  • Gallagher Fiduciary Advisors's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $255K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.