AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.2K	Buy	600 +548	+1,054%	+$21.6K	﹤0.01%	2122
2025 Q4	$2.04K	Buy	+52	New	+$2.02K	﹤0.01%	2333
2025 Q2	–	Sell	-43,490	Closed	-$1.49M	–	2204
2025 Q1	$1.49M	Sell	43,490 -87	-0.2%	-$3.06K	0.01%	607
2024 Q4	$1.52M	Sell	43,577 -1,015	-2%	-$35.5K	0.01%	607
2024 Q3	$1.55M	Sell	44,592 -843	-2%	-$29K	0.01%	610
2024 Q2	$1.55M	Sell	45,435 -8,958	-16%	-$302K	0.02%	590
2024 Q1	$1.82M	Sell	54,393 -16,886	-24%	-$556K	0.02%	518
2023 Q4	$2.33M	Buy	+71,279	New	+$2.24M	0.01%	850

Other funds holding GOCT

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ASN

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

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

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

AE Wealth Management increased its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 1,054% in Q1 2026, buying an estimated $21.6K and bringing the position to 600 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

AE Wealth Management first reported a position in GOCT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2023. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

AE Wealth Management held 600 shares of FT Vest US Equity Moderate Buffer ETF October worth $23.2K as of Q1 2026.
AE Wealth Management bought 548 FT Vest US Equity Moderate Buffer ETF October shares in Q1 2026, an estimated $21.6K.
FT Vest US Equity Moderate Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2122 holding.
AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q4 2023 and has held it in 8 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF October position peaked at $2.33M in Q4 2023.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

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