Purchases and Sales Made in Q3 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
434K+ 81.56% |
$11.7M - $12.3M
|
967K
$26.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
367K+ 865.39% |
$9.85M - $10.4M
|
409K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
345K+ 82.66% |
$9.25M - $9.76M
|
762K
$20.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
196K+ 18.92% |
$5.27M - $5.56M
|
1.23M
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113K+ 9.28% |
$3.04M - $3.21M
|
1.33M
$36.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
112K+ 19.72% |
$3M - $3.17M
|
679K
$18.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 1115.43% |
$2.43M - $2.57M
|
98.8K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.7K+ 39.73% |
$2.22M - $2.34M
|
291K
$7.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
56.8K+ 16.85% |
$1.53M - $1.61M
|
394K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
51.8KNew |
$1.39M - $1.47M
|
51.8K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.8KNew |
$1.31M - $1.38M
|
48.8K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
38K+ 6.3% |
$1.02M - $1.08M
|
641K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.7K+ 9.2% |
$958K - $1.01M
|
423K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
31.9KNew |
$857K - $904K
|
31.9K
$869K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
30.9K+ 10.19% |
$829K - $875K
|
334K
$9.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
30.5K+ 6.53% |
$819K - $865K
|
498K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25K+ 24.46% |
$672K - $709K
|
127K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24.6KNew |
$660K - $697K
|
24.6K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.8K+ 21.27% |
$640K - $675K
|
136K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 12.78% |
$631K - $666K
|
208K
$5.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.2KNew |
$569K - $601K
|
21.2K
$577K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
18.5KNew |
$496K - $523K
|
18.5K
$503K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
16.7K+ 9.96% |
$448K - $472K
|
184K
$5.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.2K+ 6.71% |
$434K - $458K
|
257K
$7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.8K+ 25.56% |
$343K - $362K
|
62.8K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$305K - $322K
|
11.4K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$287K - $303K
|
10.7K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 9.59% |
$272K - $288K
|
116K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
9.76K+ 5.16% |
$262K - $276K
|
199K
$5.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.55K+ 7.91% |
$256K - $271K
|
130K
$3.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
9.03K+ 18.13% |
$242K - $256K
|
58.8K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
8.23KNew |
$221K - $233K
|
8.23K
$224K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.11K+ 6.64% |
$218K - $230K
|
130K
$3.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.86K+ 10.53% |
$211K - $222K
|
82.5K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.53KNew |
$202K - $213K
|
7.53K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.37KNew |
$198K - $209K
|
7.37K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.35KNew |
$197K - $208K
|
7.35K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.29KNew |
$196K - $206K
|
7.29K
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.15K+ 16.14% |
$192K - $203K
|
51.5K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.51K+ 27.98% |
$175K - $184K
|
29.8K
$810K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.47K+ 41.83% |
$174K - $183K
|
21.9K
$597K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.25K+ 4.14% |
$168K - $177K
|
157K
$4.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
5.12K+ 5.01% |
$137K - $145K
|
107K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.68K+ 3.04% |
$126K - $132K
|
158K
$4.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.42K+ 33.51% |
$119K - $125K
|
17.6K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.31KNew |
$116K - $122K
|
4.31K
$117K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.09K+ 41.54% |
$110K - $116K
|
13.9K
$379K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.58K+ 34.4% |
$96K - $101K
|
14K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.48K+ 9.47% |
$93.5K - $98.7K
|
40.3K
$1.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.41K+ 7.9% |
$91.6K - $96.7K
|
46.6K
$1.27M
|