AWM
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AE Wealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

AE Wealth Management’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-351
Closed -$16.5K – 2196
2025
Q1 		$16.5K Sell
351
-1,594
-82% -$74.4K ﹤0.01% 1778
2024
Q4 		$90.2K Sell
1,945
-3,100
-61% -$146K ﹤0.01% 1456
2024
Q3 		$244K Buy
+5,045
New +$240K ﹤0.01% 1105

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's FCOR Position: Q2 2025 in Review

AE Wealth Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q2 2025, closing a stake of 351 shares — an estimated $16.5K sold.

AE Wealth Management first reported a position in FCOR in Q3 2024 and held it in 3 quarters. The position peaked at $244K in Q3 2024. 69 funds tracked by Wall St. Rank hold FCOR as of Q2 2025.

  • AE Wealth Management reported no remaining Fidelity Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 351 Fidelity Corporate Bond ETF shares in Q2 2025, an estimated $16.5K.
  • AE Wealth Management first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • AE Wealth Management's Fidelity Corporate Bond ETF position peaked at $244K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.