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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIDELITY COVINGTON TRUST

AE Wealth Management LLC holds 1.4M shares of FIDU (FIDELITY COVINGTON TRUST), worth $139.9M as of 2026-Q2. The position was increased (+8.2% shares). FIDU represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$139.9M

Current Shares

1.4M

Total Value Change

+$86.2M

Total Shares Change

+659,843

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+8.2%
$139.9M0.7%$99.61
46
2026-Q1
Decreased
1.3M
-0.7%
$112.3M0.6%$93.78
0
2025-Q4
Increased
1.3M
+24.3%
$107.8M0.6%$83.23
52
2025-Q3
Increased
1.1M
+12.5%
$86.2M0.5%$81.03
47
2025-Q2
Increased
934,788
+1.1%
$72.5M0.5%$76.91
42
2025-Q1
Increased
924,356
+10.6%
$63.3M0.5%$67.65
46
2024-Q4
Increased
835,822
+12.2%
$58.8M0.5%$69.58
39
2024-Q3
Increased
744,776
+7.0%
$53.8M0.5%$70.74
38

Other major holders of FIDU: Lido Advisors, LLC

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