Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2025. 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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.7KNew |
$979K - $1.08M
|
37.7K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
23.5K+ 4.18% |
$611K - $673K
|
587K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
12.5K+ 3.97% |
$326K - $359K
|
329K
$8.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.4KNew |
$321K - $353K
|
12.4K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7K+ 4.79% |
$278K - $306K
|
235K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$199K - $219K
|
7.65K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7.3K+ 0.93% |
$190K - $209K
|
790K
$20.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 5.46% |
$182K - $201K
|
136K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
6.76K+ 12.17% |
$176K - $193K
|
62.3K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 18.36% |
$162K - $178K
|
40.3K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.75K+ 9.14% |
$97.5K - $107K
|
44.8K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
936+ 0.87% |
$24.3K - $26.8K
|
109K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
835+ 7.38% |
$21.7K - $23.9K
|
12.1K
$320K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
500New |
$13K - $14.3K
|
500
$13.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
440New |
$11.4K - $12.6K
|
440
$11.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
257+ 3.01% |
$6.68K - $7.35K
|
8.81K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
244+ 0.93% |
$6.34K - $6.98K
|
26.4K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
102+ 1.06% |
$2.65K - $2.92K
|
9.76K
$257K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 0.93% |
$727 - $801
|
3.04K
$80.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.95% |
$520 - $572
|
2.12K
$55.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
18+ 0.04% |
$468 - $515
|
42.9K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.98% |
$364 - $400
|
1.44K
$37.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.92% |
$26 - $28.6
|
53
$1.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.44% |
$26 - $28.6
|
42
$1.11K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$26 - $28.6
|
148
$3.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-459- 4.64% |
$11.9K - $13.1K
|
9.44K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-659- 4.17% |
$17.1K - $18.8K
|
15.1K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-780- 5.65% |
$20.3K - $22.3K
|
13K
$343K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-2.03K- 1.41% |
$52.7K - $58K
|
141K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.43K- 13.14% |
$63.2K - $69.6K
|
16.1K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.43K- 21.39% |
$89.1K - $98K
|
12.6K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.25K- 5.17% |
$162K - $179K
|
114K
$3.02M
|