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 214 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
39,437
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 31.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
37,854
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
37,686
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
36,797
shares
|
$994,990
0.1% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
34,874
shares
|
$942,992
0.69% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
34,804
shares
|
$941,100
0.26% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
32,554
shares
|
$880,260
0.21% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,848
shares
|
$861,169
0.03% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
31,000
shares
|
$838,240
0.11% of portfolio
|
Q4 2023
Reduced 20.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,268
shares
|
$764,366
0.0% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
26,362
shares
|
$712,828
0.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,534
shares
|
$690,439
0.02% of portfolio
|
Q1 2025
Added 175.36%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
23,249
shares
|
$628,652
0.21% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
22,508
shares
|
$608,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
21,605
shares
|
$584,199
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
19,292
shares
|
$521,655
0.27% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,944
shares
|
$512,245
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
18,540
shares
|
$501,321
0.05% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
17,541
shares
|
$474,308
0.0% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
17,359
shares
|
$469,387
0.06% of portfolio
|
Q1 2025
Added 53.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
17,103
shares
|
$462,465
0.04% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
16,826
shares
|
$454,975
0.0% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
16,568
shares
|
$447,998
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$447,782
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,275
shares
|
$440,076
0.04% of portfolio
|
Q1 2025
Reduced 2.34%
|