AWM
FPRO icon

AE Wealth Management’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

AE Wealth Management’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 2584
2025
Q4 		– Sell
-216
Closed -$4.86K – 2449
2025
Q3 		$4.89K Hold
216
– – ﹤0.01% 2083
2025
Q2 		$4.88K Sell
216
-36,208
-99% -$812K ﹤0.01% 1960
2025
Q1 		$836K Buy
36,424
+7,160
+24% +$163K 0.01% 755
2024
Q4 		$653K Buy
29,264
+7,750
+36% +$182K 0.01% 823
2024
Q3 		$521K Buy
+21,514
New +$493K ﹤0.01% 881

Other funds holding FPRO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's FPRO Position: Q1 2026 in Review

AE Wealth Management held its Fidelity Real Estate Investment ETF (FPRO) position steady in Q1 2026 at 0 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

AE Wealth Management first reported a position in FPRO in Q3 2024 and has held it in 5 quarters since. The position peaked at $836K in Q1 2025. 7 funds tracked by Wall St. Rank hold FPRO as of Q1 2026.

  • AE Wealth Management held 0 shares of Fidelity Real Estate Investment ETF worth $18 as of Q1 2026.
  • AE Wealth Management left its Fidelity Real Estate Investment ETF share count unchanged in Q1 2026.
  • Fidelity Real Estate Investment ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2584 holding.
  • AE Wealth Management first reported a position in Fidelity Real Estate Investment ETF in Q3 2024 and has held it in 5 quarters since.
  • AE Wealth Management's Fidelity Real Estate Investment ETF position peaked at $836K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.