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Fidelity Covington Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) 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 $219k 5.9k 37.27
2025-06-30 $122k 3.5k 34.46
2025-03-31 $72k 2.3k 31.17
2024-12-31 $21k 626 32.93
2023-12-31 $272k 9.9k 27.33

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View all positions for AE Wealth Management

Top funds holding Fidelity Covington Trust

FMR
Fragasso
Commonwealth Equity Services
Kfg Wealth Management
LPL Financial
EdgeRock Capital
HighTower Advisors
Advisor Group Holdings
Two Sigma Investments
Goss Wealth Management
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Raymond James Financial
Envestnet Asset Management

View all funds holding Fidelity Covington Trust