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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
41+ 11.58% |
$1.23K - $1.41K
|
395
$10.6K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.25% |
$539 - $620
|
7.34K
$197K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.1% |
$359 - $413
|
12.3K
$332K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$329 - $379
|
2.8K
$75.1K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
11+ 47.83% |
$329 - $379
|
34
$914
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.8% |
$180 - $207
|
759
$20.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.81% |
$150 - $172
|
621
$16.7K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.0% |
$89.8 - $103
|
304
$8.17K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 25.0% |
$89.8 - $103
|
15
$403
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.8% |
$89.8 - $103
|
378
$10.2K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$89.8 - $103
|
2.79K
$74.9K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.02% |
$59.8 - $68.9
|
10.3K
$277K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.24% |
$29.9 - $34.5
|
415
$11.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$29.9 - $34.5
|
804
$21.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.52% |
$29.9 - $34.5
|
195
$5.24K
|
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-11- 0.04% |
$329 - $379
|
28K
$751K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 0.2% |
$748 - $861
|
12.4K
$332K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32- 0.05% |
$957 - $1.1K
|
60.1K
$1.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-73Closed |
$2.18K - $2.51K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-98Closed |
$2.93K - $3.38K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
$2.99K - $3.45K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-124- 0.2% |
$3.71K - $4.27K
|
61.5K
$1.65M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-124- 31.71% |
$3.71K - $4.27K
|
267
$7.17K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 4.33% |
$4.82K - $5.55K
|
3.55K
$95.5K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-170- 1.02% |
$5.09K - $5.86K
|
16.5K
$442K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-182Closed |
$5.45K - $6.27K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-183- 0.72% |
$5.48K - $6.3K
|
25.3K
$679K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$5.98K - $6.89K
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-213- 0.99% |
$6.37K - $7.34K
|
21.2K
$570K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-226Closed |
$6.76K - $7.79K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-264- 2.5% |
$7.9K - $9.09K
|
10.3K
$276K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-343- 3.58% |
$10.3K - $11.8K
|
9.23K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-370- 3.8% |
$11.1K - $12.7K
|
9.36K
$251K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-380- 2.02% |
$11.4K - $13.1K
|
18.4K
$495K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-500Closed |
$15K - $17.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-503- 24.77% |
$15K - $17.3K
|
1.53K
$41.1K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-551- 0.88% |
$16.5K - $19K
|
62.2K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-594- 4.65% |
$17.8K - $20.5K
|
12.2K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-637- 9.15% |
$19.1K - $21.9K
|
6.33K
$170K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-838- 4.71% |
$25.1K - $28.9K
|
16.9K
$455K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-841- 2.56% |
$25.2K - $29K
|
32K
$860K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-858- 1.8% |
$25.7K - $29.6K
|
46.9K
$1.26M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-868- 1.56% |
$26K - $29.9K
|
54.9K
$1.47M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-930Closed |
$27.8K - $32K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-961- 90.4% |
$28.8K - $33.1K
|
102
$2.74K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.03K- 2.41% |
$30.9K - $35.6K
|
41.9K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 33.6% |
$31.7K - $36.5K
|
2.1K
$56.3K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.24K- 10.67% |
$37K - $42.5K
|
10.3K
$278K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.26K- 2.03% |
$37.6K - $43.3K
|
60.7K
$1.63M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51KClosed |
$45.2K - $52.1K
|
0
$0
|