Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
226K+ 49.07% |
$5.14M - $5.95M
|
688K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
219KNew |
$4.98M - $5.76M
|
219K
$5.89M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
180KNew |
$4.1M - $4.74M
|
180K
$4.85M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 106.25% |
$2.4M - $2.78M
|
205K
$5.51M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
79.7K+ 146.15% |
$1.81M - $2.09M
|
134K
$3.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
78.4K+ 14.42% |
$1.78M - $2.06M
|
622K
$16.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
75.9KNew |
$1.72M - $1.99M
|
75.9K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70K+ 8336.19% |
$1.59M - $1.84M
|
70.9K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
65.7K+ 18.19% |
$1.49M - $1.73M
|
427K
$11.5M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
62.6K+ 136.35% |
$1.42M - $1.64M
|
108K
$2.91M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
59.4KNew |
$1.35M - $1.56M
|
59.4K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
58.1KNew |
$1.32M - $1.53M
|
58.1K
$1.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
57.1KNew |
$1.3M - $1.5M
|
57.1K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.5K+ 17.42% |
$1.01M - $1.17M
|
300K
$8.06M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
40.1KNew |
$910K - $1.05M
|
40.1K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.1K+ 339.57% |
$889K - $1.03M
|
50.6K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.5K+ 23.27% |
$851K - $985K
|
199K
$5.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33K+ 18.06% |
$751K - $868K
|
216K
$5.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.6K+ 22.76% |
$741K - $857K
|
176K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30.5K+ 331.09% |
$693K - $802K
|
39.7K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.2KNew |
$686K - $794K
|
30.2K
$812K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30.2KNew |
$686K - $794K
|
30.2K
$811K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.6K+ 20.7% |
$649K - $750K
|
166K
$4.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27K+ 49.04% |
$613K - $709K
|
82K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.4K+ 44.29% |
$577K - $667K
|
82.7K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.3K+ 34.24% |
$528K - $611K
|
91.2K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.9K+ 15.15% |
$520K - $601K
|
174K
$4.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.8K+ 24.66% |
$496K - $574K
|
110K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
21.7KNew |
$492K - $569K
|
21.7K
$582K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
20.4K+ 12.71% |
$463K - $535K
|
181K
$4.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
20K+ 11.43% |
$455K - $526K
|
195K
$5.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
19.8K+ 8.16% |
$450K - $520K
|
262K
$7.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.9K+ 7.78% |
$383K - $443K
|
234K
$6.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.6KNew |
$377K - $436K
|
16.6K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$374K - $433K
|
16.5K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2K+ 17.82% |
$369K - $426K
|
107K
$2.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15.6K+ 20.43% |
$355K - $410K
|
92K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$342K - $396K
|
15.1K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
14.6KNew |
$331K - $382K
|
14.6K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.4K+ 6.69% |
$327K - $378K
|
230K
$6.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
14.3KNew |
$325K - $376K
|
14.3K
$385K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
13.2K+ 65.73% |
$300K - $347K
|
33.3K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5K+ 1.78% |
$284K - $329K
|
717K
$19.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.4K+ 14.06% |
$259K - $299K
|
92.4K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 60.99% |
$245K - $284K
|
28.5K
$766K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10KNew |
$228K - $264K
|
10K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.4K+ 4.23% |
$214K - $247K
|
232K
$6.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.97KNew |
$204K - $236K
|
8.97K
$241K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.18KNew |
$186K - $215K
|
8.18K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.5K+ 14.05% |
$170K - $197K
|
60.9K
$1.64M
|