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 Q2	$251K	Sell	6,311 -4,819	-43%	-$189K	﹤0.01%	1585
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

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's GDEC Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 43% in Q2 2026, selling an estimated $189K and leaving 6,311 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

AE Wealth Management first reported a position in GDEC in Q4 2023 and has held it in 8 quarters since. The position peaked at $99.8M in Q1 2025. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

AE Wealth Management held 6,311 shares of FT Vest US Equity Moderate Buffer ETF December worth $251K as of Q2 2026.
AE Wealth Management sold 4,819 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $189K.
FT Vest US Equity Moderate Buffer ETF December made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1585 holding.
AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $99.8M in Q1 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.