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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 125.47% |
$12.8M - $14.1M
|
887K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
209KNew |
$5.43M - $5.98M
|
209K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
178K+ 1219.99% |
$4.61M - $5.08M
|
192K
$5.2M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
157K+ 110.7% |
$4.08M - $4.49M
|
299K
$8.08M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
135K+ 15.15% |
$3.51M - $3.86M
|
1.03M
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.2K+ 39.62% |
$1.59M - $1.75M
|
216K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.5K+ 14.53% |
$1.36M - $1.5M
|
414K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
50.5KNew |
$1.31M - $1.44M
|
50.5K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46K+ 14.78% |
$1.2M - $1.32M
|
357K
$9.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.7KNew |
$979K - $1.08M
|
37.7K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
37K+ 6.99% |
$961K - $1.06M
|
566K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
35.7K+ 57.01% |
$928K - $1.02M
|
98.4K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.7K+ 22.75% |
$797K - $877K
|
166K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 30.19% |
$773K - $850K
|
128K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
23.5K+ 4.18% |
$611K - $673K
|
587K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.5KNew |
$585K - $644K
|
22.5K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22K+ 80.52% |
$572K - $630K
|
49.4K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 14.4% |
$517K - $569K
|
158K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19.3K+ 4.48% |
$501K - $552K
|
450K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16.3K+ 175.36% |
$422K - $465K
|
25.5K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 10.01% |
$349K - $384K
|
147K
$3.99M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 1833.62% |
$336K - $370K
|
13.6K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 2.27% |
$334K - $368K
|
580K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12.8K+ 12.17% |
$332K - $365K
|
118K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
12.5K+ 3.97% |
$326K - $359K
|
329K
$8.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.4KNew |
$321K - $353K
|
12.4K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.8K+ 3.64% |
$308K - $339K
|
337K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 2.95% |
$306K - $336K
|
411K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 28.09% |
$295K - $325K
|
51.8K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
11.3KNew |
$294K - $324K
|
11.3K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7K+ 4.79% |
$278K - $306K
|
235K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
9.48K+ 12.47% |
$246K - $271K
|
85.5K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.46K+ 31.57% |
$246K - $271K
|
39.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.76KNew |
$202K - $222K
|
7.76K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.65KNew |
$199K - $219K
|
7.65K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.65K+ 20.05% |
$199K - $219K
|
45.8K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$192K - $211K
|
7.4K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
7.3K+ 0.93% |
$190K - $209K
|
790K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 5.46% |
$182K - $201K
|
136K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
6.76K+ 12.17% |
$176K - $193K
|
62.3K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.49K+ 4.37% |
$169K - $185K
|
155K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.45K+ 5.83% |
$168K - $184K
|
117K
$3.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.24K+ 18.36% |
$162K - $178K
|
40.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.17KNew |
$160K - $176K
|
6.17K
$167K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 53.05% |
$156K - $172K
|
17.4K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.35K+ 40.52% |
$139K - $153K
|
18.5K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.25K+ 14.62% |
$136K - $150K
|
41.2K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5K+ 247.82% |
$130K - $143K
|
7.02K
$190K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 3.5% |
$127K - $140K
|
144K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.83K+ 89.15% |
$125K - $138K
|
10.2K
$277K
|