Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
190KNew |
$4.73M - $5.1M
|
190K
$5.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
131KNew |
$3.26M - $3.51M
|
131K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113K+ 12.9% |
$2.81M - $3.04M
|
988K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88.9K+ 22.55% |
$2.22M - $2.39M
|
483K
$13.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
39.7K+ 42.57% |
$989K - $1.07M
|
133K
$3.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 124.64% |
$835K - $900K
|
60.4K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.6K+ 30.65% |
$813K - $877K
|
139K
$3.98M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.9K+ 126.36% |
$570K - $615K
|
41K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.9K+ 61.37% |
$520K - $561K
|
54.9K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.8K+ 5.93% |
$469K - $506K
|
336K
$9.61M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
18.5KNew |
$460K - $496K
|
18.5K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$371K - $401K
|
14.9K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 14.22% |
$335K - $362K
|
108K
$3.09M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.8K+ 37.02% |
$294K - $317K
|
43.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.9KNew |
$272K - $293K
|
10.9K
$312K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$266K - $287K
|
10.7K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$264K - $285K
|
10.6K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.95KNew |
$248K - $268K
|
9.95K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.2KNew |
$229K - $247K
|
9.2K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.16KNew |
$228K - $246K
|
9.16K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.94K+ 3.11% |
$223K - $240K
|
296K
$8.49M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8.77K+ 2.5% |
$219K - $236K
|
360K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.69KNew |
$217K - $234K
|
8.69K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
8.42K+ 8.91% |
$210K - $226K
|
103K
$2.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.3K+ 1.6% |
$207K - $223K
|
527K
$15.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
7.66K+ 7.2% |
$191K - $206K
|
114K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.49K+ 35.13% |
$187K - $201K
|
28.8K
$824K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.03K+ 11.28% |
$175K - $189K
|
69.4K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.56K+ 11.76% |
$164K - $176K
|
62.4K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.6KNew |
$140K - $151K
|
5.6K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.5K+ 245.8% |
$137K - $148K
|
7.74K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.95K+ 9.61% |
$123K - $133K
|
56.5K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.18K+ 14.21% |
$104K - $113K
|
33.6K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 15.52% |
$104K - $112K
|
31K
$889K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.1K+ 36.25% |
$102K - $110K
|
15.4K
$441K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01K+ 3.59% |
$99.8K - $108K
|
116K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01K+ 3.59% |
$99.8K - $108K
|
116K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4K+ 1.06% |
$99.8K - $108K
|
381K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.73K+ 2.56% |
$93.1K - $100K
|
150K
$4.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57K+ 1.84% |
$89K - $96K
|
198K
$5.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.56K+ 6.19% |
$88.8K - $95.7K
|
61.1K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.48K+ 5.19% |
$86.8K - $93.6K
|
70.5K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.27K+ 41.08% |
$81.6K - $88K
|
11.2K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.17K+ 16.98% |
$78.9K - $85.1K
|
21.8K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.04K+ 3.3% |
$75.9K - $81.8K
|
95.2K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.98K+ 13.67% |
$74.4K - $80.2K
|
24.8K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.92K+ 3.61% |
$72.8K - $78.6K
|
83.8K
$2.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 5.16% |
$71.8K - $77.5K
|
58.7K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.88K+ 7.28% |
$71.7K - $77.3K
|
42.4K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51K+ 5.49% |
$62.5K - $67.5K
|
48.2K
$1.38M
|