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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
576
shares
|
$15,575
0.0% of portfolio
|
Q2 2024
Reduced 33.18%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
500
shares
|
$13,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
440
shares
|
$11,897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
409
shares
|
$11,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
347
shares
|
$9,382
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
330
shares
|
$8,923
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
315
shares
|
$8,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
302
shares
|
$8,166
0.0% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,112
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
291
shares
|
$7,868
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
281
shares
|
$7,598
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
267
shares
|
$7,219
0.0% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$5,786
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
210
shares
|
$5,678
0.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$5,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
196
shares
|
$5,299
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
176
shares
|
$4,759
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
166
shares
|
$4,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
150
shares
|
$4,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
148
shares
|
$4,001
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
146
shares
|
$3,947
0.0% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
143
shares
|
$3,866
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,596
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
113
shares
|
$3,055
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
103
shares
|
$2,785
0.0% of portfolio
|
Q1 2025
Added 415.0%
|