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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,200
shares
|
$113,568
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,355
shares
|
$90,719
0.0% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
3,043
shares
|
$82,282
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,384
shares
|
$64,463
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,305
shares
|
$62,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,303
shares
|
$62,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,121
shares
|
$57,351
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,795
shares
|
$48,536
0.0% of portfolio
|
Q4 2023
Reduced 14.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,700
shares
|
$45,968
0.0% of portfolio
|
Q2 2023
Reduced 56.56%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,664
shares
|
$44,994
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$42,912
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,436
shares
|
$38,829
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,369
shares
|
$37,017
0.0% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,282
shares
|
$34,665
0.0% of portfolio
|
Q1 2025
Reduced 90.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,139
shares
|
$30,798
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,086
shares
|
$29,365
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$27,040
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
994
shares
|
$26,877
0.0% of portfolio
|
Q2 2023
Added 11.19%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
846
shares
|
$22,875
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
833
shares
|
$22,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
790
shares
|
$21,361
0.0% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
784
shares
|
$21,199
0.0% of portfolio
|
Q1 2024
Reduced 49.87%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
638
shares
|
$17,251
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
600
shares
|
$16,224
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
597
shares
|
$16,142
0.0% of portfolio
|
Q2 2024
New holding
|