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FSMDFSMD
15 quarters

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

AE Wealth Management LLC holds 54,633 shares of FSMD (FIDELITY COVINGTON TRUST), worth $2.9M as of 2026-Q2. The position was increased (+4.0% shares). FSMD represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2.9M

Current Shares

54,633

Total Value Change

+$2.5M

Total Shares Change

+43,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
54,633
+4.0%
$2.9M0.0%$52.85
27
2026-Q1
Increased
52,536
+14.7%
$2.3M0.0%$46.47
30
2025-Q4
Increased
45,802
+436.1%
$2M0.0%$44.63
42
2025-Q3
Decreased
8,544
-34.2%
$376,0070.0%$43.80
0
2025-Q2
Decreased
12,980
-75.3%
$538,2610.0%$41.10
0
2025-Q1
Increased
52,639
+10.8%
$2.1M0.0%$38.42
29
2024-Q4
Increased
47,531
+7.1%
$2M0.0%$40.56
28
2024-Q3
Increased
44,389
+15.9%
$1.8M0.0%$40.55
30
2024-Q2
Increased
38,314
+17.5%
$1.4M0.0%$36.92
30
2024-Q1
Increased
32,609
+1.4%
$1.3M0.0%$37.93
26
2023-Q4
Increased
32,172
+4.8%
$1.2M0.0%$35.25
26
2023-Q3
Increased
30,700
+24.6%
$990,6740.0%$31.29
31
2023-Q2
Increased
24,633
+54.6%
$823,7180.0%$32.13
35
2023-Q1
Increased
15,933
+37.1%
$513,9870.0%$30.55
32
2022-Q4
New
11,620
-
$364,0580.0%$30.03
33

Other major holders of FSMD: FMR LLC

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