Purchases and Sales Made in Q2 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2022. 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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.93K+ 8.38% |
$102K - $132K
|
50.8K
$1.36M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.53KNew |
$91.9K - $119K
|
3.53K
$94.9K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 8.71% |
$80.6K - $104K
|
38.7K
$1.04M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.05KNew |
$79.2K - $102K
|
3.05K
$81.8K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 19.92% |
$60.4K - $78.1K
|
14K
$376K
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.13K+ 22.97% |
$55.3K - $71.5K
|
11.4K
$306K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98KNew |
$51.6K - $66.6K
|
1.98K
$53.3K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.93K+ 13.92% |
$50.2K - $64.8K
|
15.8K
$424K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.93K+ 4.59% |
$50.1K - $64.7K
|
43.8K
$1.18M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 11.61% |
$40.7K - $52.6K
|
15K
$404K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.53K+ 3.73% |
$39.9K - $51.5K
|
42.6K
$1.15M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.31KNew |
$34K - $44K
|
1.31K
$35.2K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
1.2K+ 6.54% |
$31.1K - $40.2K
|
19.5K
$524K
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.2K+ 2.12% |
$31.1K - $40.2K
|
57.6K
$1.55M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.19K+ 2.84% |
$30.9K - $39.9K
|
43K
$1.16M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.06K+ 12.36% |
$27.6K - $35.6K
|
9.64K
$259K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
951+ 35.25% |
$24.7K - $32K
|
3.65K
$98K
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
879+ 0.26% |
$22.9K - $29.5K
|
345K
$9.27M
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
775New |
$20.2K - $26K
|
775
$20.8K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
759+ 0.76% |
$19.7K - $25.5K
|
100K
$2.69M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
737+ 5.38% |
$19.2K - $24.8K
|
14.4K
$388K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
698New |
$18.1K - $23.5K
|
698
$18.8K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
639New |
$16.6K - $21.5K
|
639
$17.2K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
563+ 0.92% |
$14.6K - $18.9K
|
62K
$1.67M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
548+ 0.69% |
$14.2K - $18.4K
|
79.6K
$2.14M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
457+ 81.75% |
$11.9K - $15.4K
|
1.02K
$27.3K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
451+ 1.96% |
$11.7K - $15.2K
|
23.5K
$630K
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
398+ 0.35% |
$10.3K - $13.4K
|
115K
$3.1M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
384+ 0.7% |
$9.98K - $12.9K
|
55.2K
$1.48M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
336+ 16.8% |
$8.74K - $11.3K
|
2.34K
$62.8K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
332+ 19.86% |
$8.63K - $11.2K
|
2K
$53.8K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
325+ 2.63% |
$8.45K - $10.9K
|
12.7K
$341K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
321+ 0.85% |
$8.35K - $10.8K
|
38.1K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
283+ 0.8% |
$7.36K - $9.51K
|
35.8K
$961K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200New |
$5.2K - $6.72K
|
200
$5.37K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
184+ 3.4% |
$4.78K - $6.18K
|
5.6K
$150K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
156+ 72.9% |
$4.06K - $5.24K
|
370
$9.94K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
141New |
$3.67K - $4.74K
|
141
$3.79K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
131New |
$3.41K - $4.4K
|
131
$3.52K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
108+ 317.65% |
$2.81K - $3.63K
|
142
$3.82K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
98+ 0.6% |
$2.55K - $3.29K
|
16.5K
$444K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
92+ 0.98% |
$2.39K - $3.09K
|
9.45K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
76+ 0.64% |
$1.98K - $2.55K
|
12K
$323K
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
74+ 0.85% |
$1.92K - $2.49K
|
8.8K
$236K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 0.33% |
$1.04K - $1.34K
|
12.1K
$325K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
25+ 6.33% |
$650 - $840
|
420
$11.3K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21+ 0.03% |
$546 - $706
|
72.9K
$1.96M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 1.12% |
$338 - $437
|
1.17K
$31.5K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
13+ 0.85% |
$338 - $437
|
1.54K
$41.4K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.02% |
$260 - $336
|
46.9K
$1.26M
|