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 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.49K+ 12.93% |
$170K - $197K
|
65.4K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.46K+ 20.89% |
$170K - $196K
|
43.2K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
6.23K+ 1.74% |
$142K - $164K
|
365K
$9.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.92K+ 14.67% |
$135K - $156K
|
46.3K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
5.9KNew |
$134K - $155K
|
5.9K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.56K+ 19.22% |
$104K - $120K
|
28.3K
$758K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
4.22K+ 37.8% |
$95.9K - $111K
|
15.4K
$412K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25K+ 4.75% |
$73.9K - $85.5K
|
71.6K
$1.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.17K+ 281.71% |
$72.1K - $83.4K
|
4.3K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.87K+ 3.08% |
$65.2K - $75.4K
|
96K
$2.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.85K+ 1068.54% |
$64.8K - $75K
|
3.12K
$83.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.37K+ 14.53% |
$53.7K - $62.2K
|
18.6K
$499K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.21K+ 11.96% |
$50.2K - $58K
|
20.7K
$553K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.8K+ 1.04% |
$40.9K - $47.3K
|
176K
$4.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 0.68% |
$36.6K - $42.4K
|
240K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.54K+ 4.33% |
$34.9K - $40.4K
|
37K
$991K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
983New |
$22.3K - $25.8K
|
983
$26.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
876+ 5.9% |
$19.9K - $23K
|
15.7K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
806+ 1.09% |
$18.3K - $21.2K
|
74.8K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
777New |
$17.7K - $20.4K
|
777
$20.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
730New |
$16.6K - $19.2K
|
730
$19.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
715+ 5.49% |
$16.2K - $18.8K
|
13.7K
$368K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
685+ 4.61% |
$15.6K - $18K
|
15.5K
$416K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
633+ 0.57% |
$14.4K - $16.6K
|
111K
$2.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600New |
$13.6K - $15.8K
|
600
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
534+ 10.3% |
$12.1K - $14K
|
5.72K
$153K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
516New |
$11.7K - $13.6K
|
516
$13.8K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
487New |
$11.1K - $12.8K
|
487
$13K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
427+ 4.29% |
$9.7K - $11.2K
|
10.4K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
379+ 0.69% |
$8.61K - $9.96K
|
54.9K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
351+ 2.78% |
$7.97K - $9.22K
|
13K
$347K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
350+ 2.48% |
$7.95K - $9.2K
|
14.4K
$387K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
342New |
$7.77K - $8.99K
|
342
$9.16K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
299+ 3.1% |
$6.79K - $7.86K
|
9.93K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
281New |
$6.38K - $7.38K
|
281
$7.53K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
263New |
$5.98K - $6.91K
|
263
$7.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
222New |
$5.04K - $5.83K
|
222
$5.95K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
202New |
$4.59K - $5.31K
|
202
$5.41K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
182+ 1.33% |
$4.14K - $4.78K
|
13.9K
$371K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
174+ 12.39% |
$3.95K - $4.57K
|
1.58K
$42.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
172New |
$3.91K - $4.52K
|
172
$4.61K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
159+ 1.75% |
$3.61K - $4.18K
|
9.24K
$247K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
158+ 13.46% |
$3.59K - $4.15K
|
1.33K
$35.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53New |
$1.2K - $1.39K
|
53
$1.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28+ 0.13% |
$636 - $736
|
20.9K
$560K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17+ 0.59% |
$386 - $447
|
2.9K
$77.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 0.52% |
$318 - $368
|
2.73K
$73.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
9+ 0.51% |
$204 - $237
|
1.76K
$47.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 16.67% |
$68.2 - $78.8
|
21
$562
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.07% |
$45.4 - $52.6
|
2.8K
$74.9K
|