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 Q2	–	Hold	0	–	–	–	2653
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

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's FPRO Position: Q2 2026 in Review

AE Wealth Management held its Fidelity Real Estate Investment ETF (FPRO) position steady in Q2 2026 at 0 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

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 Q2 2026.

AE Wealth Management held 0 shares of Fidelity Real Estate Investment ETF worth $20 as of Q2 2026.
AE Wealth Management left its Fidelity Real Estate Investment ETF share count unchanged in Q2 2026.
Fidelity Real Estate Investment ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2653 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 Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.