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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.36K- 99.92% |
$217K - $239K
|
7
$189
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.9K- 9.7% |
$231K - $255K
|
82.9K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11K- 7.82% |
$286K - $315K
|
130K
$3.51M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.4K- 90.6% |
$321K - $353K
|
1.28K
$34.7K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13K- 16.52% |
$338K - $372K
|
65.8K
$1.78M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20.3K- 4.64% |
$527K - $580K
|
416K
$11.3M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21.3K- 26.97% |
$553K - $608K
|
57.6K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.7K- 30.04% |
$824K - $907K
|
73.9K
$2M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.3K- 74.0% |
$917K - $1.01M
|
12.4K
$335K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 4.51% |
$1.41M - $1.56M
|
1.15M
$31.2M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-98.7K- 7.51% |
$2.57M - $2.82M
|
1.22M
$32.9M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.81M- 98.37% |
$203M - $223M
|
129K
$3.5M
|