Gallagher Fiduciary Advisors »

First Tr Exchng Traded Fd Vi shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (BUFZ) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary Advisors investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Gallagher Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 72k 25.90
2025-06-30 $1.9M 75k 24.93
2025-03-31 $12M 529k 23.50
2024-12-31 $12M 508k 23.89
2024-09-30 $11M 483k 23.54
2024-06-30 $263k 12k 22.81

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Franklin Resources (BEN)
American Centy Etf Tr Diversifid Crp (KORP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

Top funds holding First Tr Exchng Traded Fd Vi

LPL Financial
Forge Financial Services
Raymond James Financial
Advisor Group Holdings
Coppell Advisory Solutions
Envestnet Asset Management
Kestra Advisory Services
Commonwealth Equity Services
CWM
Branch Banking & Trust Company
Geneos Wealth Management
Jacobi Capital Management
Cetera Investment Advisers
Kestra Private Wealth Services
Rise Advisors

View all funds holding First Tr Exchng Traded Fd Vi