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Fidelity Covington Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FFSM) 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 $1.5k 51 29.12
2025-06-30 $392 14 28.07
2025-03-31 $2.8k 111 25.35
2024-12-31 $9.2k 341 26.88

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Ishares Tr Core S&p500 Etf (IVV)
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Meta Platforms Cl A (META)
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American Centy Etf Tr Avantis Core Fi (AVIG)
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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
Evernest Financial Advisors
RFG Advisory
Kerntke Otto McGlone Wealth Management Group
Commonwealth Equity Services
MAI Wealth Advisors
Menora Mivtachim Holdings
SK Wealth Management
Sax Wealth Advisors
Wealth Quarterback
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Dentgroup
Envestnet Asset Management

View all funds holding Fidelity Covington Trust