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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
99
shares
|
$2,676
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
92
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 45.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$1,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
56
shares
|
$1,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
54
shares
|
$1,460
0.0% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
53
shares
|
$1,433
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
42
shares
|
$1,135
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
26
shares
|
$703
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
19
shares
|
$513
0.0% of portfolio
|
Q4 2024
Added 533.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7
shares
|
$189
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
4
shares
|
$108
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|