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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-172- 1.66% |
$3.96K - $4.85K
|
10.2K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-230- 31.51% |
$5.29K - $6.48K
|
500
$14.3K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-259- 1.8% |
$5.96K - $7.3K
|
14.1K
$405K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-303- 3.62% |
$6.98K - $8.54K
|
8.06K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-550- 3.83% |
$12.7K - $15.5K
|
13.8K
$395K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-579- 1.61% |
$13.3K - $16.3K
|
35.4K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-608- 8.79% |
$14K - $17.1K
|
6.31K
$181K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-609- 2.02% |
$14K - $17.2K
|
29.5K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-674- 1.46% |
$15.5K - $19K
|
45.6K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-692- 4.0% |
$15.9K - $19.5K
|
16.6K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-979- 15.63% |
$22.5K - $27.6K
|
5.29K
$151K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.18K- 2.26% |
$27.1K - $33.2K
|
50.9K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.27K- 1.54% |
$29.1K - $35.7K
|
80.8K
$2.31M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 6.65% |
$32.8K - $40.2K
|
20K
$573K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.76K- 1.83% |
$40.4K - $49.5K
|
94.2K
$2.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.81K- 8.77% |
$41.6K - $50.9K
|
18.8K
$538K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 14.29% |
$43.6K - $53.4K
|
11.4K
$325K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.99K- 3.74% |
$45.8K - $56.1K
|
51.2K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.23K- 71.35% |
$51.2K - $62.8K
|
894
$25.6K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.25K- 15.44% |
$51.7K - $63.3K
|
12.3K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.32K- 5.51% |
$53.3K - $65.3K
|
39.7K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.5K- 4.11% |
$57.6K - $70.5K
|
58.4K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.89K- 50.52% |
$66.5K - $81.5K
|
2.83K
$81K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.03K- 5.51% |
$69.7K - $85.4K
|
51.9K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.21K- 16.52% |
$73.8K - $90.4K
|
16.2K
$464K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.32K- 21.15% |
$76.5K - $93.7K
|
12.4K
$355K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.14K- 1.72% |
$95.3K - $117K
|
236K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.63K- 35.35% |
$107K - $130K
|
8.46K
$242K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.67K- 5.12% |
$107K - $132K
|
86.5K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4.74K- 0.94% |
$109K - $134K
|
498K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.5K- 2.51% |
$127K - $155K
|
214K
$6.12M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.52K- 35.48% |
$127K - $155K
|
10K
$287K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.28K- 12.8% |
$145K - $177K
|
42.8K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.31K- 45.88% |
$145K - $178K
|
7.44K
$213K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 42.53% |
$148K - $182K
|
8.71K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.52K- 4.4% |
$150K - $184K
|
142K
$4.06M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.76K- 11.64% |
$156K - $191K
|
51.3K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.05K- 10.76% |
$185K - $227K
|
66.8K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.5K- 3.49% |
$241K - $295K
|
290K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 3.39% |
$264K - $323K
|
327K
$9.35M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 7.36% |
$347K - $425K
|
190K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.2K- 24.83% |
$374K - $458K
|
49.2K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17.8K- 22.61% |
$409K - $501K
|
60.8K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 25.52% |
$416K - $510K
|
52.8K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-18.7K- 24.62% |
$430K - $527K
|
57.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.1K- 11.46% |
$439K - $538K
|
147K
$4.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.3K- 21.26% |
$444K - $543K
|
71.4K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-19.4K- 10.73% |
$446K - $546K
|
161K
$4.61M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.8K- 39.17% |
$457K - $559K
|
30.8K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.1K- 52.89% |
$600K - $735K
|
23.2K
$665K
|