AE Wealth Management »

Fidelity Covington Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FDTX) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 838 40.55
2025-06-30 $30k 769 39.01
2025-03-31 $24k 769 31.49
2024-12-31 $28k 804 35.35

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
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
Citadel Advisors
Commonwealth Equity Services
Flow Traders US
Jane Street
Cambridge Investment Research Advisors
BXM Wealth
Jpmorgan Chase & Co
Buska Wealth Management
Virtu Financial
Kovack Advisors
Envestnet Asset Management
Susquehanna International
Nbc Securities
LPL Financial

View all funds holding Fidelity Covington Trust