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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.7K+ 9.03% |
$122K - $134K
|
56.7K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.31K+ 14.09% |
$112K - $123K
|
34.9K
$943K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.75K+ 9.14% |
$97.5K - $107K
|
44.8K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.72K+ 3.77% |
$96.7K - $106K
|
103K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 11.36% |
$84.4K - $92.9K
|
31.8K
$861K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.13K+ 4.77% |
$81.2K - $89.3K
|
68.6K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.99K+ 5.21% |
$77.7K - $85.5K
|
60.4K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.95K+ 4.45% |
$76.6K - $84.3K
|
69.3K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.77K+ 27.4% |
$71.9K - $79.1K
|
12.9K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.53K+ 16.89% |
$65.8K - $72.4K
|
17.5K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 5.79% |
$60.6K - $66.7K
|
42.6K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.32K+ 3.55% |
$60.1K - $66.2K
|
67.6K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.31KNew |
$59.9K - $65.9K
|
2.31K
$62.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.63K+ 1.44% |
$42.2K - $46.5K
|
115K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 11.39% |
$41.1K - $45.2K
|
15.5K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 45.25% |
$39.3K - $43.2K
|
4.85K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 19.8% |
$34.9K - $38.4K
|
8.13K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.34K+ 7.46% |
$34.8K - $38.3K
|
19.3K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 25.29% |
$32.6K - $35.8K
|
6.21K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03K+ 14.78% |
$26.8K - $29.5K
|
8.02K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
989+ 1.64% |
$25.7K - $28.3K
|
61.5K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
936+ 0.87% |
$24.3K - $26.8K
|
109K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
835+ 7.38% |
$21.7K - $23.9K
|
12.1K
$328K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
500New |
$13K - $14.3K
|
500
$13.5K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
470+ 5.6% |
$12.2K - $13.4K
|
8.87K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
440New |
$11.4K - $12.6K
|
440
$11.9K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
409New |
$10.6K - $11.7K
|
409
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
315New |
$8.18K - $9.01K
|
315
$8.52K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
285+ 0.78% |
$7.4K - $8.15K
|
36.8K
$995K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
274+ 1.84% |
$7.12K - $7.83K
|
15.2K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
257+ 3.01% |
$6.68K - $7.35K
|
8.81K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
244+ 0.93% |
$6.34K - $6.98K
|
26.4K
$713K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$4.31K - $4.75K
|
166
$4.49K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
102+ 1.06% |
$2.65K - $2.92K
|
9.76K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
98+ 0.6% |
$2.55K - $2.8K
|
16.6K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
83+ 415.0% |
$2.16K - $2.37K
|
103
$2.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56+ 0.47% |
$1.45K - $1.6K
|
12K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56New |
$1.45K - $1.6K
|
56
$1.51K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 0.93% |
$727 - $801
|
3.04K
$82.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.95% |
$520 - $572
|
2.12K
$57.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
18+ 0.04% |
$468 - $515
|
42.9K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.98% |
$364 - $400
|
1.44K
$38.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.95% |
$208 - $229
|
846
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.96% |
$52 - $57.2
|
210
$5.68K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.03% |
$52 - $57.2
|
196
$5.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$52 - $57.2
|
2
$54.1
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.89% |
$26 - $28.6
|
113
$3.06K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.92% |
$26 - $28.6
|
53
$1.43K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$26 - $28.6
|
148
$4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$26 - $28.6
|
143
$3.87K
|