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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $664k 12k 55.15
2025-06-30 $654k 13k 52.41
2025-03-31 $411k 8.4k 48.79

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 us eqt buffer

Fiduciary Planning
Stephens
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
CWM
Commonwealth Equity Services
REAP Financial Group
Assetmark
Advisor Group Holdings
Kestra Advisory Services
Fundamentun
Atria Investments
Great Diamond Partners
Onyx Bridge Wealth Group

View all funds holding First Tr Exchng Traded Fd Vi us eqt buffer