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 210 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$447,508
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
14,710
shares
|
$438,652
0.04% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Demars Financial Group, LLC
|
Jul 19, 2024 Q2 2024 |
14,362
shares
|
$428,274
0.18% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
14,105
shares
|
$420,611
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
13,761
shares
|
$410,353
0.02% of portfolio
|
Q2 2024
Added 49.95%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
13,613
shares
|
$405,939
0.04% of portfolio
|
Q2 2024
Reduced 11.67%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
13,246
shares
|
$394,995
0.0% of portfolio
|
Q2 2024
Added 0.15%
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
13,212
shares
|
$393,981
0.02% of portfolio
|
Q2 2024
Reduced 20.55%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
13,193
shares
|
$393,415
0.09% of portfolio
|
Q2 2024
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$386,944
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
12,909
shares
|
$384,946
0.03% of portfolio
|
Q2 2024
Reduced 8.25%
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
12,878
shares
|
$384,021
0.06% of portfolio
|
Q2 2024
Reduced 42.63%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Aug 09, 2024 Q2 2024 |
12,699
shares
|
$378,684
0.18% of portfolio
|
Q1 2024
Added 8.88%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
12,025
shares
|
$358,585
0.27% of portfolio
|
Q2 2024
Added 38.31%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
11,685
shares
|
$348,446
0.0% of portfolio
|
Q2 2024
Reduced 21.5%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
11,672
shares
|
$348,059
0.05% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
11,558
shares
|
$344,659
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
11,080
shares
|
$330,405
0.01% of portfolio
|
Q2 2024
New holding
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
11,071
shares
|
$330,137
0.06% of portfolio
|
Q2 2024
Added 5.72%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
10,956
shares
|
$326,707
0.0% of portfolio
|
Q2 2024
Reduced 26.45%
|
|
Penobscot Wealth Management
|
Jul 29, 2024 Q2 2024 |
10,814
shares
|
$322,473
0.16% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,647
shares
|
$317,493
0.0% of portfolio
|
Q2 2024
Reduced 57.1%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$312,483
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Aug 08, 2024 Q2 2024 |
10,158
shares
|
$302,911
0.16% of portfolio
|
Q2 2024
Reduced 32.02%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
9,899
shares
|
$295,188
0.01% of portfolio
|
Q2 2024
Reduced 68.12%
|