Institutional Ownership Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
139,563
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
138,130
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
134,835
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 45.16%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
134,073
shares
|
$3.66 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
128,701
shares
|
$3.52 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
120,746
shares
|
$3.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
115,417
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
113,041
shares
|
$3.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 22.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
112,993
shares
|
$3.09 Million
0.23% of portfolio
|
Q4 2023
Added 5.69%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
110,617
shares
|
$3.02 Million
1.58% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
107,922
shares
|
$2.95 Million
0.11% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
105,567
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
105,068
shares
|
$2.87 Million
0.58% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
103,792
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
98,804
shares
|
$2.7 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
98,544
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 24.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
91,801
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
90,642
shares
|
$2.48 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
90,308
shares
|
$2.47 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
78,871
shares
|
$2.16 Million
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
78,799
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
76,004
shares
|
$2.08 Million
1.11% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,952
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
67,936
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,541
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2022
Added 92.09%
|