Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2023. 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 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 2.44% |
$46.4K - $56.9K
|
84.7K
$2.43M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 59.65% |
$42.3K - $51.8K
|
4.91K
$141K
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.81K+ 1.97% |
$41.7K - $51.1K
|
93.8K
$2.69M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.77KNew |
$40.8K - $50K
|
1.77K
$50.7K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.62K+ 0.83% |
$37.3K - $45.6K
|
197K
$5.63M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.59KNew |
$36.5K - $44.7K
|
1.59K
$45.4K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 1.36% |
$34.8K - $42.6K
|
113K
$3.22M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.43K+ 7.12% |
$32.8K - $40.2K
|
21.5K
$614K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 0.31% |
$25.8K - $31.6K
|
366K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.07K+ 7.43% |
$24.7K - $30.2K
|
15.5K
$444K
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
977+ 0.16% |
$22.5K - $27.5K
|
623K
$17.8M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
883+ 5.63% |
$20.3K - $24.9K
|
16.6K
$474K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
834+ 252.73% |
$19.2K - $23.5K
|
1.16K
$33.3K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
777+ 2.48% |
$17.9K - $21.9K
|
32.1K
$917K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
614+ 6.84% |
$14.1K - $17.3K
|
9.59K
$274K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
428+ 0.54% |
$9.85K - $12.1K
|
79K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
373+ 11.28% |
$8.59K - $10.5K
|
3.68K
$105K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
367New |
$8.45K - $10.3K
|
367
$10.5K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
284+ 0.48% |
$6.54K - $8.01K
|
59.7K
$1.71M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
279+ 6.49% |
$6.42K - $7.87K
|
4.58K
$131K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
275+ 0.63% |
$6.33K - $7.75K
|
44.2K
$1.26M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
236New |
$5.43K - $6.65K
|
236
$6.75K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
192+ 86.49% |
$4.42K - $5.41K
|
414
$11.8K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
152+ 9.63% |
$3.5K - $4.28K
|
1.73K
$49.5K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
140+ 1.51% |
$3.22K - $3.95K
|
9.38K
$268K
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
106New |
$2.44K - $2.99K
|
106
$3.03K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
85+ 0.41% |
$1.96K - $2.4K
|
20.8K
$594K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
77+ 0.37% |
$1.77K - $2.17K
|
21K
$601K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
38+ 1.36% |
$875 - $1.07K
|
2.83K
$81.1K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
37+ 1.35% |
$852 - $1.04K
|
2.77K
$79.2K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
25+ 1.42% |
$576 - $705
|
1.79K
$51.1K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
18+ 0.21% |
$414 - $507
|
8.44K
$242K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 9.86% |
$322 - $395
|
156
$4.46K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13New |
$299 - $366
|
13
$372
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.11% |
$253 - $310
|
9.62K
$275K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 1.42% |
$253 - $310
|
788
$22.6K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 6.85% |
$230 - $282
|
156
$4.46K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 1.29% |
$115 - $141
|
392
$11.2K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 1.49% |
$69.1 - $84.6
|
204
$5.84K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 9.52% |
$46 - $56.4
|
23
$658
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$46 - $56.4
|
2
$57.2
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$23 - $28.2
|
2.9K
$83.1K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.29% |
$23 - $28.2
|
351
$10K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1New |
$23 - $28.2
|
1
$28.6
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.02% |
$46 - $56.4
|
13.2K
$376K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-66- 33.17% |
$1.52K - $1.86K
|
133
$3.81K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-73- 25.98% |
$1.68K - $2.06K
|
208
$5.95K
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-110- 0.44% |
$2.53K - $3.1K
|
24.8K
$711K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-131- 0.61% |
$3.02K - $3.69K
|
21.5K
$614K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-158- 0.28% |
$3.64K - $4.45K
|
56.9K
$1.63M
|