AE Wealth Management LLC FMET — FIDELITY COVINGTON TRUST

Ownership history in AE Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported FIDELITY COVINGTON TRUST (FMET) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows FMET at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMET was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMET stock page AE Wealth Management LLC fund profile AE Wealth Management LLC full holdings
How AE Wealth Management LLC held FMET — position size vs. price
% of Fund (quarterly)    FMET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1 — 0% 0.00% $27 2026-05-13 $37.95
2025 Q4 REDUCED 99.6% -12.7% ✅ 1 -271 -99.6% 0.00% $31 2026-01-26 $36.48
2025 Q2 REDUCED 22.3% +11.8% ❌ 272 -78 -22.3% 0.00% $9K 2025-08-06 $34.91
2025 Q1 ADDED — — — 350 +78 +28.7% 0.00% $10K 2025-05-06 $28.59
2024 Q4 INITIATED — — — 272 — — 0.00% $8K 2025-02-13 $31.62

🏢 Other funds also holding FMET

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 0.24% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% ASSETMARK, INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% UBS Group AG 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About AE Wealth Management LLC and FMET

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning FMET?

AE Wealth Management LLC reported FMET across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FMET position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for FMET was 0.00% in 2025 Q1.

What is the latest reported FMET position on this page?

The most recent filing on this page is 2026 Q1, when AE Wealth Management LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $27.

What does the chart on this FMET ownership page compare?

The chart compares AE Wealth Management LLC's quarterly FMET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AE Wealth Management LLC time their FMET position?

Based on 13F filing dates vs. subsequent FMET price moves, AE Wealth Management LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FMET relative to SPY over the holding period was -2.3%.

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