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Gallagher Fiduciary Advisors, LLC Historic Quarter Change: USA ETF, New

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Gallagher Fiduciary Advisors, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 21 quarters from 2013-12-31 to 2026-06-30, Gallagher Fiduciary Advisors, LLC opened 190 positions, added to 511, reduced 363 and sold out of 126.

  • Q2 2026: Stock QINT; Country of operation —; Class QUALITY DIVRSFED; Shares before 0.
  • Q2 2026: Stock BUFR; Country of operation —; Class FT LADD BUFF ETF; Shares before 0.
  • Q2 2026: Stock DHDG; Country of operation —; Class FT VEST US EQUIT; Shares before 0.
  • Q2 2026: Stock BUFQ; Country of operation —; Class FT VEST NASD ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1527781), 21 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-11-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026QINT
AMERICAN CENTY ETF TR		QUALITY DIVRSFED0303,556+303,556$0$21,075,652+$21,075,6522026-08-14
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT LADD BUFF ETF0147,346+147,346$0$5,382,563+$5,382,5632026-08-14
Q2 2026DHDG
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQUIT0133,557+133,557$0$4,883,806+$4,883,8062026-08-14
Q2 2026BUFQ
FIRST TR EXCHNG TRADED FD VI		FT VEST NASD ETF0123,612+123,612$0$4,854,233+$4,854,2332026-08-14
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY043,620+43,620$0$4,391,183+$4,391,1832026-08-14
Q2 2026FESM
FIDELITY COVINGTON TRUST		ENHANCED SML CAP078,985+78,985$0$3,814,187+$3,814,1872026-08-14
Q2 2026JNK
SPDR SERIES TRUST		ST BLOO HIGH ETF032,417+32,417$0$3,124,027+$3,124,0272026-08-14
Q2 2026GRID
FIRST TR EXCHANGE-TRADED FD		NASDQ CLN EDGE015,537+15,537$0$2,979,197+$2,979,1972026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF012,197+12,197$0$2,323,739+$2,323,7392026-08-14
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF015,623+15,623$0$1,372,949+$1,372,9492026-08-14
Q2 2026FMAY
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT018,732+18,732$0$1,052,738+$1,052,7382026-08-14
Q2 2026FJUN
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT017,251+17,251$0$1,034,197+$1,034,1972026-08-14
Q2 2026FAPR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT018,837+18,837$0$880,441+$880,4412026-08-14
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF013,202+13,202$0$707,773+$707,7732026-08-14
Q2 2026JAJL
INNOVATOR ETFS TRUST		EQUIT DEFIN JUL021,643+21,643$0$647,342+$647,3422026-08-14
Q2 2026BAI
BLACKROCK ETF TRUST		ISHA I IN TE ETF011,055+11,055$0$582,834+$582,8342026-08-14
Q2 2026SPHY
SPDR SERIES TRUST		ST PORT HIGH ETF023,649+23,649$0$554,337+$554,3372026-08-14
Q2 2026CORO
BLACKROCK ETF TRUST		ISHA IN CTRY ETF014,220+14,220$0$520,452+$520,4522026-08-14
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF03,091+3,091$0$490,356+$490,3562026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF04,060+4,060$0$476,181+$476,1812026-08-14
Q2 2026APOC
INNOVATOR ETFS TRUST		EQUI DEF PRO APR017,051+17,051$0$448,083+$448,0832026-08-14
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF01,827+1,827$0$442,982+$442,9822026-08-14
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF02,371+2,371$0$439,252+$439,2522026-08-14
Q2 2026FNDE
SCHWAB STRATEGIC TR		FUND EM EQUI ETF011,058+11,058$0$438,778+$438,7782026-08-14
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF04,047+4,047$0$433,596+$433,5962026-08-14
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHA LA CORE ETF08,345+8,345$0$420,340+$420,3402026-08-14
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL06,907+6,907$0$419,854+$419,8542026-08-14
Q2 2026FTMN
PUTNAM ETF TRUST		FRANK MINN ETF044,427+44,427$0$396,129+$396,1292026-08-14
Q2 2026HELO
J P MORGAN EXCHANGE TRADED F		HEDG EQU LAD ETF05,322+5,322$0$359,675+$359,6752026-08-14
Q2 2026THRO
BLACKROCK ETF TRUST		ISHA US THEM ETF07,836+7,836$0$337,814+$337,8142026-08-14
Q2 2026XSEP
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S06,346+6,346$0$281,794+$281,7942026-08-14
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF03,268+3,268$0$271,437+$271,4372026-08-14
Q2 2026IGSB
ISHARES TR		ISHS 1-5YR INVS04,923+4,923$0$258,023+$258,0232026-08-14
Q2 2026XOCT
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S06,469+6,469$0$255,538+$255,5382026-08-14
Q2 2026XNOV
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S.06,211+6,211$0$246,121+$246,1212026-08-14
Q2 2026XMAR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT05,416+5,416$0$231,453+$231,4532026-08-14
Q2 2026XDEC
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S05,015+5,015$0$214,818+$214,8182026-08-14
Q2 2026FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L06,771+6,771$0$210,576+$210,5762026-08-14
Q2 2026DECM
FIRST TR EXCHNG TRADED FD VI		FT VEST MAX DECE06,235+6,235$0$210,211+$210,2112026-08-14
Q2 2026GAUG
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT04,929+4,929$0$204,159+$204,1592026-08-14
Q2 2026JULM
FIRST TR EXCHNG TRADED FD VI		VEST US MAX BUFF05,881+5,881$0$203,524+$203,5242026-08-14
Q2 2026DMAR
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT04,512+4,512$0$201,833+$201,8332026-08-14
Q2 2026SPMO
INVESCO EXCH TRADED FD TR II		S&P 500 MOMNTM01,245+1,245$0$201,117+$201,1172026-08-14
Q2 2026GOCT
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S EQT04,821+4,821$0$200,278+$200,2782026-08-14
Q2 2026FEBW
AIM ETF PRODUCTS TRUST		ALLIA US FEB ETF05,635+5,635$0$200,268+$200,2682026-08-14

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