AE Wealth Management
FCLO icon

AE Wealth Management’s Fidelity CLO ETF FCLO Stock Holding History

AE Wealth Management’s Portfolio FCLO Stock Details FCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.6K Buy
+825
New +$41.5K ﹤0.01% 2193

Other funds holding FCLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

AE Wealth Management's FCLO Position: Q3 2026 in Review

AE Wealth Management opened a new position in Fidelity CLO ETF (FCLO) in Q3 2026: 825 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #2193 among its holdings.

4 funds tracked by Wall St. Rank hold FCLO as of Q3 2026.

  • AE Wealth Management held 825 shares of Fidelity CLO ETF worth $41.6K as of Q3 2026.
  • Fidelity CLO ETF was a new AE Wealth Management position in Q3 2026.
  • Fidelity CLO ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2193 holding.
  • 4 funds tracked by Wall St. Rank held Fidelity CLO ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.