AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$412K	Buy	11,130 +1,645	+17%	+$62.1K	﹤0.01%	1205
2025 Q4	$359K	Sell	9,485 -2,767	-23%	-$103K	﹤0.01%	1221
2025 Q3	$449K	Sell	12,252 -1,966,489	-99%	-$70.6M	﹤0.01%	1015
2025 Q2	$69.6M	Sell	1,978,741 -1,036,619	-34%	-$34.7M	0.51%	40
2025 Q1	$99.8M	Buy	3,015,360 +71,867	+2%	+$2.43M	0.84%	18
2024 Q4	$99.3M	Buy	+2,943,493	New	+$98.8M	0.84%	20
2024 Q1	–	Sell	-108,938	Closed	-$3.34M	–	1473
2023 Q4	$3.34M	Buy	+108,938	New	+$3.29M	0.02%	724

Other funds holding GDEC

Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers

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

New Wave Wealth Advisors Springdale, Arkansas $286M AUM 31.14% 1-Year Est. Return

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

Commonwealth Equity Services

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return