Back to AE Wealth Management LLC AE Wealth Management LLC

FLDRFLDR
Showing 8 of 26 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in FIDELITY MERRIMACK STR TR

AE Wealth Management LLC holds 454,714 shares of FLDR (FIDELITY MERRIMACK STR TR), worth $22.8M as of 2026-Q2. The position was increased (+6.4% shares). FLDR represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$22.8M

Current Shares

454,714

Total Value Change

+$15M

Total Shares Change

+300,503

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
454,714
+6.4%
$22.8M0.1%$49.94
36
2026-Q1
Increased
427,308
+7.0%
$21.4M0.1%$49.39
36
2025-Q4
Increased
399,536
+17.5%
$20.1M0.1%$49.07
40
2025-Q3
Increased
340,054
+7.8%
$17.1M0.1%$48.49
36
2025-Q2
Decreased
315,420
-2.3%
$15.8M0.1%$47.79
0
2025-Q1
Increased
322,664
+9.0%
$16.2M0.1%$47.27
37
2024-Q4
Increased
295,931
+91.9%
$14.8M0.1%$46.55
53
2024-Q3
Increased
154,211
+6.4%
$7.7M0.1%$46.02
29

Other major holders of FLDR: FMR LLC, WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used