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AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

AE Wealth Management’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Buy
6,526
+1,178
+22% +$49.2K ﹤0.01% 1451
2025
Q4 		$222K Buy
5,348
+219
+4% +$8.97K ﹤0.01% 1472
2025
Q3 		$208K Sell
5,129
-279
-5% -$11.1K ﹤0.01% 1383
2025
Q2 		$211K Sell
5,408
-11,222
-67% -$418K ﹤0.01% 1287
2025
Q1 		$611K Buy
16,630
+9,967
+150% +$374K 0.01% 860
2024
Q4 		$249K Sell
6,663
-341
-5% -$12.6K ﹤0.01% 1179
2024
Q3 		$256K Hold
7,004
– – ﹤0.01% 1085
2024
Q2 		$248K Sell
7,004
-4,075
-37% -$141K ﹤0.01% 1091
2024
Q1 		$382K Buy
11,079
+463
+4% +$15.6K ﹤0.01% 894
2023
Q4 		$354K Hold
10,616
– – ﹤0.01% 1619
2023
Q3 		$327K Hold
10,616
– – ﹤0.01% 1577
2023
Q2 		$331K Buy
10,616
+3,135
+42% +$94.4K ﹤0.01% 1569
2023
Q1 		$221K Buy
+7,481
New +$217K ﹤0.01% 1692

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return