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 221 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 $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,954
shares
|
$137,572
0.0% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,560
shares
|
$126,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,200
shares
|
$116,634
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,085
shares
|
$113,440
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,339
shares
|
$92,724
0.01% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,015
shares
|
$83,726
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,384
shares
|
$66,203
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,303
shares
|
$63,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,101
shares
|
$58,344
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,018
shares
|
$56,039
0.01% of portfolio
|
Q4 2024
Added 63.93%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,795
shares
|
$49,847
0.0% of portfolio
|
Q4 2023
Reduced 14.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,756
shares
|
$48,764
0.0% of portfolio
|
Q4 2024
Added 81.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,700
shares
|
$47,209
0.0% of portfolio
|
Q2 2023
Reduced 56.56%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,664
shares
|
$46,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$44,432
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$44,070
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,422
shares
|
$39,488
0.0% of portfolio
|
Q4 2024
Reduced 67.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,187
shares
|
$32,962
0.0% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,181
shares
|
$32,796
0.0% of portfolio
|
Q3 2024
Added 69.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,170
shares
|
$32,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$27,770
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
994
shares
|
$27,603
0.0% of portfolio
|
Q2 2023
Added 11.19%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
850
shares
|
$23,604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
838
shares
|
$23,271
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
833
shares
|
$23,132
0.0% of portfolio
|
Q3 2024
New holding
|