Purchases and Sales Made in Q2 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2024. 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, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
142K+ 29.39% |
$3.37M - $3.68M
|
625K
$16.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
119KNew |
$2.81M - $3.08M
|
119K
$3.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
111K+ 16.95% |
$2.63M - $2.87M
|
765K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
103K+ 31.02% |
$2.44M - $2.67M
|
434K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
47.7K+ 13.27% |
$1.13M - $1.24M
|
408K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.1K+ 4.76% |
$1.12M - $1.22M
|
1.04M
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46.5KNew |
$1.1M - $1.2M
|
46.5K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
34.9K+ 6.62% |
$827K - $904K
|
562K
$15.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
30.2KNew |
$717K - $783K
|
30.2K
$812K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
29.1K+ 9.26% |
$691K - $755K
|
344K
$9.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.6K+ 10.32% |
$677K - $740K
|
305K
$8.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
27.7K+ 24.28% |
$657K - $718K
|
142K
$3.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.4K+ 9.26% |
$651K - $711K
|
324K
$8.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.4K+ 11.83% |
$555K - $606K
|
221K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6KNew |
$536K - $586K
|
22.6K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.4K+ 67.21% |
$507K - $554K
|
53.2K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 22.61% |
$449K - $491K
|
103K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 15.85% |
$407K - $445K
|
126K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.6K+ 126.97% |
$322K - $352K
|
24.3K
$652K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.2KNew |
$313K - $342K
|
13.2K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13.1K+ 29.12% |
$311K - $340K
|
58.1K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 44.26% |
$285K - $312K
|
39.2K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 19.63% |
$273K - $299K
|
70.3K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1KNew |
$263K - $287K
|
11.1K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 6.91% |
$245K - $268K
|
160K
$4.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.96K+ 88.67% |
$236K - $258K
|
21.2K
$570K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
8.97KNew |
$213K - $233K
|
8.97K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
8.72K+ 933.19% |
$207K - $226K
|
9.65K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
8.61K+ 7.47% |
$204K - $223K
|
124K
$3.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.01K+ 18.36% |
$190K - $208K
|
51.6K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.76K+ 11.55% |
$184K - $201K
|
74.9K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.62K+ 33.87% |
$181K - $197K
|
30.1K
$809K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.6K+ 21.23% |
$156K - $171K
|
37.7K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.15K+ 8.72% |
$146K - $159K
|
76.7K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.02K+ 1.79% |
$143K - $156K
|
342K
$9.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.52K+ 4.58% |
$131K - $143K
|
126K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.27K+ 5.53% |
$125K - $137K
|
100K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.58K+ 49.95% |
$109K - $119K
|
13.8K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.5K+ 7.9% |
$107K - $117K
|
61.4K
$1.65M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.48K+ 3.88% |
$106K - $116K
|
120K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.48K+ 3.88% |
$106K - $116K
|
120K
$3.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.74K+ 5.39% |
$88.7K - $97K
|
73.1K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.33K+ 38.31% |
$79K - $86.3K
|
12K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.13K+ 14.34% |
$74.2K - $81.1K
|
24.9K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
3.05K+ 1.61% |
$72.3K - $79.1K
|
193K
$5.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 2.67% |
$67.7K - $74K
|
110K
$2.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.71K+ 16.44% |
$64.3K - $70.3K
|
19.2K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.5K+ 5.19% |
$59.3K - $64.9K
|
50.7K
$1.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.12K+ 388.26% |
$50.2K - $54.8K
|
2.66K
$71.5K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.09K+ 1.38% |
$49.6K - $54.2K
|
153K
$4.12M
|