Purchases and Sales Made in Q3 2023 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
155K+ 113.36% |
$3.49M - $4.06M
|
293K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.8K+ 69.31% |
$1.81M - $2.11M
|
197K
$5.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
80.8KNew |
$1.81M - $2.11M
|
80.8K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
68.2K+ 176.42% |
$1.53M - $1.78M
|
107K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52.8K+ 6.39% |
$1.19M - $1.38M
|
879K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.3K+ 29.73% |
$949K - $1.1M
|
184K
$5.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
39.2K+ 418.69% |
$879K - $1.02M
|
48.5K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38K+ 85.27% |
$853K - $992K
|
82.6K
$2.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.6K+ 9.93% |
$597K - $695K
|
295K
$8.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.5KNew |
$572K - $666K
|
25.5K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24.7K+ 28.36% |
$553K - $644K
|
112K
$3.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
23.3K+ 75.52% |
$524K - $610K
|
54.3K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 8.62% |
$512K - $596K
|
288K
$8.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
19.2KNew |
$431K - $502K
|
19.2K
$550K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.7K+ 347.81% |
$396K - $461K
|
22.7K
$651K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
17.6K+ 14.5% |
$394K - $458K
|
139K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
16.6K+ 2.5% |
$373K - $434K
|
683K
$19.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$363K - $422K
|
16.2K
$463K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 20.48% |
$284K - $330K
|
74.4K
$2.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
12.5K+ 17.46% |
$281K - $327K
|
84.3K
$2.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.1K+ 10.67% |
$249K - $289K
|
115K
$3.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
11K+ 2.34% |
$247K - $287K
|
482K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.4K+ 4.96% |
$234K - $273K
|
221K
$6.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.69K+ 3.22% |
$217K - $253K
|
310K
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.11KNew |
$204K - $238K
|
9.11K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.74K+ 11.45% |
$196K - $228K
|
85K
$2.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.26K+ 8.02% |
$185K - $216K
|
111K
$3.18M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.17K+ 26.35% |
$183K - $213K
|
39.2K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.95K+ 2.59% |
$178K - $208K
|
314K
$9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.18K+ 14.77% |
$161K - $187K
|
55.8K
$1.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.61K+ 7.41% |
$148K - $173K
|
95.8K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.32K+ 5.54% |
$142K - $165K
|
120K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.3K+ 6.63% |
$141K - $165K
|
101K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.13K+ 9.06% |
$137K - $160K
|
73.8K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6K+ 6.59% |
$135K - $157K
|
97.1K
$2.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.69K+ 18.09% |
$128K - $149K
|
37.1K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.67K+ 33.9% |
$127K - $148K
|
22.4K
$641K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.36K+ 2.89% |
$120K - $140K
|
191K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.05KNew |
$113K - $132K
|
5.05K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3K+ 51.67% |
$96.6K - $112K
|
12.6K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.18K+ 8.86% |
$93.8K - $109K
|
51.4K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.93K+ 17.18% |
$88.3K - $103K
|
26.8K
$768K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.84K+ 31.08% |
$86.2K - $100K
|
16.2K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.43K+ 10.0% |
$77.1K - $89.7K
|
37.8K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.42K+ 6.59% |
$76.6K - $89.2K
|
55.2K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.2K+ 14.53% |
$71.8K - $83.6K
|
25.2K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.38K+ 14.2% |
$53.4K - $62.2K
|
19.2K
$548K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.96K+ 3.7% |
$44K - $51.1K
|
54.9K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.46K+ 7.15% |
$32.7K - $38.1K
|
21.8K
$625K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.36K+ 6.29% |
$30.5K - $35.4K
|
22.9K
$657K
|