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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
10,192
shares
|
$278,547
0.09% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
10,099
shares
|
$276,005
0.13% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
9,960
shares
|
$272,206
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
9,946
shares
|
$271,824
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
9,899
shares
|
$270,539
0.01% of portfolio
|
Q2 2024
Reduced 68.12%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
9,662
shares
|
$264,062
0.28% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$263,406
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
9,363
shares
|
$255,890
0.05% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,273
shares
|
$253,431
0.01% of portfolio
|
Q4 2024
Added 80.55%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,551
shares
|
$233,698
0.03% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
8,547
shares
|
$233,589
0.11% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
8,530
shares
|
$233,124
0.02% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$229,572
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
8,399
shares
|
$229,544
0.01% of portfolio
|
Q4 2024
Reduced 14.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,367
shares
|
$228,670
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
7,684
shares
|
$210,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,508
shares
|
$205,193
0.0% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,489
shares
|
$204,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,984
shares
|
$190,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,787
shares
|
$185,488
0.0% of portfolio
|
Q4 2024
Added 56.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
5,597
shares
|
$152,966
0.0% of portfolio
|
Q2 2022
Added 3.4%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,412
shares
|
$147,909
0.01% of portfolio
|
Q4 2024
Added 330.55%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
5,388
shares
|
$147,254
0.08% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,985
shares
|
$136,240
0.01% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,954
shares
|
$135,392
0.0% of portfolio
|
Q4 2024
Added 11.9%
|