Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
40KNew |
$967K - $1.1M
|
40K
$1.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
26K+ 18.38% |
$629K - $718K
|
167K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.8K+ 11.87% |
$600K - $685K
|
234K
$6.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.71KNew |
$211K - $241K
|
8.71K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.74KNew |
$187K - $214K
|
7.74K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.73KNew |
$187K - $213K
|
7.73K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 2.73% |
$155K - $177K
|
241K
$6.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.92% |
$28.5K - $32.5K
|
41.4K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
844+ 0.74% |
$20.4K - $23.3K
|
116K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
131+ 0.51% |
$3.17K - $3.62K
|
25.7K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.39% |
$1.57K - $1.79K
|
16.6K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
38+ 0.43% |
$919 - $1.05K
|
8.85K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.05% |
$822 - $939
|
68.7K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 19.05% |
$193 - $221
|
50
$1.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$48.4 - $55.2
|
4
$112
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$48.4 - $55.2
|
198
$5.52K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 6.37% |
$411 - $469
|
250
$6.97K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-34- 7.73% |
$822 - $939
|
406
$11.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 1.2% |
$2.22K - $2.54K
|
7.56K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-99- 2.95% |
$2.39K - $2.73K
|
3.26K
$90.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-137- 1.38% |
$3.31K - $3.78K
|
9.76K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 11.98% |
$4.16K - $4.75K
|
1.26K
$35.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-175- 1.44% |
$4.23K - $4.83K
|
12K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-366- 2.96% |
$8.85K - $10.1K
|
12K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-453- 0.73% |
$11K - $12.5K
|
61.8K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-570- 4.18% |
$13.8K - $15.7K
|
13.1K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-598- 1.39% |
$14.5K - $16.5K
|
42.3K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.63K- 3.64% |
$39.5K - $45.1K
|
43.2K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 3.67% |
$50.3K - $57.4K
|
54.6K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 2.87% |
$75.5K - $86.2K
|
106K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.45K- 28.84% |
$83.4K - $95.3K
|
8.52K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.35K- 33.43% |
$105K - $120K
|
8.67K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.02K- 39.83% |
$121K - $139K
|
7.58K
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.33K- 1.52% |
$153K - $175K
|
410K
$11.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.65K- 4.69% |
$209K - $239K
|
175K
$4.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.6K- 78.43% |
$715K - $816K
|
8.13K
$227K
|