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Fidelity Covington Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FBOT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $890k 27k 32.76
2025-06-30 $399k 13k 29.98
2025-03-31 $11k 426 25.97
2024-12-31 $13k 455 28.23

More positions owned by AE Wealth Management

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Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Fidelity Covington Trust

FMR
National Bank Of Canada /fi/
Jane Street
Envestnet Asset Management
Flow Traders US
Branch Banking & Trust Company
FSM Wealth Advisors
Mml Investors Services
AE Wealth Management
Advisor Group Holdings
UBS Group
Farther Finance Advisors
Commonwealth Equity Services
LPL Financial
Kovack Advisors

View all funds holding Fidelity Covington Trust