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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.36K+ 6.29% |
$30.5K - $35.4K
|
22.9K
$644K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.18K+ 5.98% |
$26.5K - $30.8K
|
20.9K
$586K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.07KNew |
$24K - $27.9K
|
1.07K
$30K
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.07K+ 1.24% |
$23.9K - $27.8K
|
87K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
957+ 0.37% |
$21.5K - $25K
|
257K
$7.23M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
952+ 6.48% |
$21.4K - $24.9K
|
15.7K
$439K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
951+ 5.04% |
$21.3K - $24.8K
|
19.8K
$557K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
834+ 1985.71% |
$18.7K - $21.8K
|
876
$24.6K
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
782+ 0.11% |
$17.5K - $20.4K
|
740K
$20.8M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
728+ 2.35% |
$16.3K - $19K
|
31.7K
$889K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
722+ 0.13% |
$16.2K - $18.9K
|
542K
$15.2M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
603New |
$13.5K - $15.7K
|
603
$16.9K
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
602+ 4.87% |
$13.5K - $15.7K
|
13K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600+ 4.54% |
$13.5K - $15.7K
|
13.8K
$388K
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
496+ 2.48% |
$11.1K - $13K
|
20.5K
$576K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
384+ 4.17% |
$8.62K - $10K
|
9.59K
$269K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
373+ 2.38% |
$8.37K - $9.74K
|
16K
$450K
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
344+ 0.59% |
$7.72K - $8.98K
|
58.6K
$1.64M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
317New |
$7.11K - $8.28K
|
317
$8.9K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 8.71% |
$6.73K - $7.83K
|
3.75K
$105K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
231+ 2.04% |
$5.18K - $6.03K
|
11.6K
$325K
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
230+ 0.6% |
$5.16K - $6.01K
|
38.6K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
182New |
$4.08K - $4.75K
|
182
$5.11K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 2.48% |
$2.63K - $3.05K
|
4.84K
$136K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
100New |
$2.24K - $2.61K
|
100
$2.81K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
86+ 0.28% |
$1.93K - $2.25K
|
31.3K
$879K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42+ 10.61% |
$942 - $1.1K
|
438
$12.3K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
39+ 8.94% |
$875 - $1.02K
|
475
$13.3K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
34+ 1.25% |
$763 - $888
|
2.76K
$77.4K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
33+ 7.73% |
$741 - $862
|
460
$12.9K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.94% |
$606 - $705
|
2.89K
$81.1K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
17+ 0.94% |
$381 - $444
|
1.82K
$51.1K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 1.01% |
$180 - $209
|
803
$22.5K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$67.3 - $78.3
|
33
$927
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 11.11% |
$67.3 - $78.3
|
30
$842
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.95% |
$44.9 - $52.2
|
212
$5.95K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.97% |
$44.9 - $52.2
|
208
$5.84K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.61% |
$22.4 - $26.1
|
164
$4.61K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.74% |
$22.4 - $26.1
|
136
$3.82K
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.17% |
$22.4 - $26.1
|
25
$702
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.27% |
$22.4 - $26.1
|
45
$1.26K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6- 0.74% |
$135 - $157
|
803
$22.5K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-19- 0.77% |
$426 - $496
|
2.45K
$68.8K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.41% |
$426 - $496
|
4.6K
$129K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-37- 0.15% |
$830 - $966
|
24K
$674K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 20.0% |
$1.12K - $1.31K
|
200
$5.62K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-60- 0.46% |
$1.35K - $1.57K
|
13.1K
$367K
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-97- 0.34% |
$2.18K - $2.53K
|
28.3K
$795K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-125- 0.16% |
$2.81K - $3.26K
|
78K
$2.19M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-204- 0.78% |
$4.58K - $5.33K
|
25.9K
$727K
|