AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

AE Wealth Management’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$211K	Buy	6,952 +708	+11%	+$21.6K	﹤0.01%	1578
2025 Q4	$190K	Hold	6,244	–	–	﹤0.01%	1532
2025 Q3	$187K	Buy	6,244 +80	+1%	+$2.37K	﹤0.01%	1419
2025 Q2	$181K	Sell	6,164 -2,770	-31%	-$79.6K	﹤0.01%	1334
2025 Q1	$254K	Buy	+8,934	New	+$255K	﹤0.01%	1164

Other funds holding FEBM

CCA

Cooper Capital Advisors Encinitas, California $143M AUM 21.1% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AE Wealth Management's FEBM Position: Q1 2026 in Review

AE Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 11% in Q1 2026, buying an estimated $21.6K and bringing the position to 6,952 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

AE Wealth Management first reported a position in FEBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $254K in Q1 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

AE Wealth Management held 6,952 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $211K as of Q1 2026.
AE Wealth Management bought 708 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $21.6K.
FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1578 holding.
AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $254K in Q1 2025.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.