Purchases and Sales Made in Q4 2023 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.44K+ 8.64% |
$94.9K - $120K
|
55.8K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4K+ 19.27% |
$85.4K - $108K
|
24.7K
$687K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
3.81K+ 6.5% |
$81.4K - $103K
|
62.4K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 0.74% |
$76.6K - $96.7K
|
489K
$13.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.55K+ 1.86% |
$75.9K - $95.8K
|
194K
$5.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.4K+ 126.32% |
$72.6K - $91.6K
|
6.09K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.8K+ 24.19% |
$59.8K - $75.5K
|
14.4K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.78K+ 3.56% |
$59.4K - $74.9K
|
80.9K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.73K+ 10.53% |
$58.3K - $73.5K
|
28.6K
$795K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.62K+ 4.77% |
$56K - $70.6K
|
57.5K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.61K+ 9.71% |
$55.7K - $70.3K
|
29.4K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4KNew |
$51.3K - $64.8K
|
2.4K
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.15K+ 11.24% |
$46K - $58K
|
21.3K
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.03KNew |
$43.4K - $54.7K
|
2.03K
$56.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.03K+ 10.55% |
$43.3K - $54.7K
|
21.3K
$590K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.9K+ 1.32% |
$40.5K - $51.1K
|
146K
$4.04M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7K+ 7.48% |
$36.4K - $45.9K
|
24.4K
$679K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.66KNew |
$35.6K - $44.9K
|
1.66K
$46.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.42K+ 8.85% |
$30.3K - $38.2K
|
17.4K
$484K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 5.74% |
$28.1K - $35.5K
|
24.3K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
986New |
$21.1K - $26.6K
|
986
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
975+ 1.18% |
$20.8K - $26.3K
|
83.6K
$2.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
589+ 5.49% |
$12.6K - $15.9K
|
11.3K
$314K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
539New |
$11.5K - $14.5K
|
539
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
513+ 0.92% |
$11K - $13.8K
|
56.3K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
474New |
$10.1K - $12.8K
|
474
$13.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
416+ 1.31% |
$8.89K - $11.2K
|
32.2K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
352+ 2.55% |
$7.52K - $9.49K
|
14.2K
$393K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
282+ 1.4% |
$6.03K - $7.6K
|
20.4K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256New |
$5.47K - $6.9K
|
256
$7.11K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
250New |
$5.34K - $6.74K
|
250
$6.94K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
230+ 110.58% |
$4.92K - $6.2K
|
438
$12.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 0.03% |
$3.53K - $4.45K
|
543K
$15.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
158+ 7.6% |
$3.38K - $4.26K
|
2.24K
$62.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
152New |
$3.25K - $4.1K
|
152
$4.22K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
132+ 1.04% |
$2.82K - $3.56K
|
12.8K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
122+ 11.6% |
$2.61K - $3.29K
|
1.17K
$32.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
118New |
$2.52K - $3.18K
|
118
$3.28K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
104New |
$2.22K - $2.8K
|
104
$2.89K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 0.55% |
$1.45K - $1.83K
|
12.5K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
61+ 19.24% |
$1.3K - $1.64K
|
378
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
38+ 8.0% |
$812 - $1.02K
|
513
$14.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
37New |
$791 - $998
|
37
$1.03K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
28+ 6.09% |
$598 - $755
|
488
$13.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
24+ 0.14% |
$513 - $647
|
16.9K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 0.76% |
$470 - $593
|
2.91K
$80.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 0.77% |
$299 - $377
|
1.83K
$50.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.75% |
$128 - $162
|
809
$22.5K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.75% |
$128 - $162
|
809
$22.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 16.67% |
$107 - $135
|
35
$972
|