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 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.09% |
$234 - $302
|
10.3K
$271K
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
7+ 0.01% |
$182 - $235
|
55.6K
$1.47M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.79% |
$156 - $202
|
765
$20.2K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.81% |
$130 - $168
|
626
$16.5K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.79% |
$78 - $101
|
381
$10K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.57% |
$78 - $101
|
533
$14K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$52 - $67.2
|
9.13K
$240K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$52 - $67.2
|
6.33K
$167K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.03% |
$52 - $67.2
|
197
$5.19K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$52 - $67.2
|
2.79K
$73.5K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 6.67% |
$26 - $33.6
|
16
$421
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.02% |
$130 - $168
|
25.3K
$665K
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
SELL
|
- |
-7- 0.09% |
$182 - $235
|
7.98K
$210K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23- 0.31% |
$598 - $773
|
7.4K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23- 0.07% |
$598 - $773
|
34.5K
$910K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-76- 71.7% |
$1.98K - $2.55K
|
30
$790
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-85- 8.08% |
$2.21K - $2.86K
|
967
$25.5K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97- 95.1% |
$2.52K - $3.26K
|
5
$132
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-98Closed |
$2.55K - $3.29K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-99- 0.12% |
$2.57K - $3.33K
|
85.2K
$2.25M
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-107- 3.83% |
$2.78K - $3.6K
|
2.69K
$70.8K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-116- 36.02% |
$3.02K - $3.9K
|
206
$5.43K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-204- 49.16% |
$5.3K - $6.85K
|
211
$5.56K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-224- 2.55% |
$5.82K - $7.53K
|
8.55K
$225K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-248- 2.04% |
$6.45K - $8.33K
|
11.9K
$314K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-271Closed |
$7.05K - $9.11K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-283Closed |
$7.36K - $9.51K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-294Closed |
$7.64K - $9.88K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-304Closed |
$7.9K - $10.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-340- 2.12% |
$8.84K - $11.4K
|
15.7K
$414K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-360- 2.12% |
$9.36K - $12.1K
|
16.6K
$437K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-508Closed |
$13.2K - $17.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-517- 2.39% |
$13.4K - $17.4K
|
21.1K
$555K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-571- 5.88% |
$14.8K - $19.2K
|
9.13K
$241K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-589- 7.25% |
$15.3K - $19.8K
|
7.53K
$198K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-616Closed |
$16K - $20.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-750Closed |
$19.5K - $25.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-782- 22.01% |
$20.3K - $26.3K
|
2.77K
$73K
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-974- 2.18% |
$25.3K - $32.7K
|
43.7K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.02K- 76.3% |
$26.6K - $34.4K
|
318
$8.38K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09KClosed |
$28.4K - $36.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.32K- 41.87% |
$34.4K - $44.5K
|
1.84K
$48.4K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.32K- 4.13% |
$34.4K - $44.5K
|
30.7K
$808K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.55KClosed |
$40.2K - $51.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98KClosed |
$51.6K - $66.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.01K- 0.94% |
$52.2K - $67.5K
|
211K
$5.55M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.01K- 84.87% |
$52.3K - $67.6K
|
359
$9.46K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.05K- 5.57% |
$53.2K - $68.7K
|
34.6K
$912K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.09KClosed |
$54.3K - $70.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.35K- 22.76% |
$61K - $78.8K
|
7.96K
$210K
|