Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
541K+ 541.78% |
$16.2M - $18.6M
|
641K
$17.2M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
335KNew |
$10M - $11.6M
|
335K
$9.01M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
335K+ 159.07% |
$10M - $11.6M
|
546K
$14.7M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152K+ 20.25% |
$4.55M - $5.24M
|
903K
$24.3M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
133KNew |
$3.97M - $4.58M
|
133K
$3.57M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
64.9K+ 84.25% |
$1.94M - $2.23M
|
142K
$3.81M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
62.2K+ 9.16% |
$1.86M - $2.14M
|
740K
$19.9M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
57K+ 219.08% |
$1.71M - $1.96M
|
83K
$2.23M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55K+ 46.45% |
$1.65M - $1.9M
|
174K
$4.66M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.7K+ 50.97% |
$1.52M - $1.75M
|
150K
$4.03M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.7K+ 132.9% |
$1.4M - $1.61M
|
81.8K
$2.2M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.3KNew |
$1.38M - $1.59M
|
46.3K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
45.9K+ 52.09% |
$1.37M - $1.58M
|
134K
$3.6M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.8K+ 14.63% |
$1.37M - $1.58M
|
359K
$9.65M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42.2KNew |
$1.26M - $1.45M
|
42.2K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
36.6K+ 24.72% |
$1.1M - $1.26M
|
185K
$4.96M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
34KNew |
$1.02M - $1.17M
|
34K
$914K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
32.8K+ 11.32% |
$981K - $1.13M
|
323K
$8.67M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
26.5KNew |
$792K - $912K
|
26.5K
$711K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
23KNew |
$688K - $792K
|
23K
$618K
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
22.5KNew |
$672K - $774K
|
22.5K
$603K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 12.82% |
$607K - $699K
|
179K
$4.8M
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
18.2K+ 48.71% |
$545K - $628K
|
55.6K
$1.49M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$494K - $569K
|
16.5K
$444K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$456K - $525K
|
15.2K
$409K
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
15.2K+ 231.36% |
$455K - $524K
|
21.8K
$585K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3K+ 67.05% |
$427K - $492K
|
35.6K
$956K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$419K - $482K
|
14K
$376K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5K+ 193.16% |
$404K - $466K
|
20.5K
$551K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 14.58% |
$379K - $436K
|
99.5K
$2.67M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 9.34% |
$363K - $419K
|
142K
$3.82M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1KNew |
$361K - $416K
|
12.1K
$324K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
11.8K+ 3.56% |
$354K - $408K
|
344K
$9.25M
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
11.4K+ 25.18% |
$340K - $391K
|
56.4K
$1.52M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11.3K+ 37.82% |
$338K - $389K
|
41.1K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.8K+ 0.53% |
$323K - $372K
|
2.03M
$54.6M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.7K+ 557.05% |
$319K - $368K
|
12.6K
$338K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.97K+ 271.67% |
$298K - $344K
|
13.6K
$367K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.61K+ 2.68% |
$288K - $331K
|
368K
$9.89M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.74K+ 70.79% |
$262K - $301K
|
21.1K
$567K
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
8.72KNew |
$261K - $300K
|
8.72K
$234K
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8.42K+ 1.9% |
$252K - $290K
|
451K
$12.1M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.18KNew |
$245K - $282K
|
8.18K
$220K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.12KNew |
$243K - $280K
|
8.12K
$218K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.95K+ 16.59% |
$238K - $274K
|
55.8K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.48K+ 77.91% |
$224K - $258K
|
17.1K
$459K
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.41KNew |
$222K - $255K
|
7.41K
$199K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.15K+ 3.48% |
$214K - $246K
|
213K
$5.72M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.13KNew |
$213K - $245K
|
7.13K
$191K
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
6.99KNew |
$209K - $241K
|
6.99K
$188K
|