Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.12M+ 2604.04% |
$29.7M - $33.3M
|
1.16M
$32.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.07M - $3.45M
|
115K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
90.3KNew |
$2.4M - $2.7M
|
90.3K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
47.2K+ 9.8% |
$1.26M - $1.41M
|
529K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23K+ 19.36% |
$612K - $686K
|
142K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
18.5KNew |
$493K - $553K
|
18.5K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
16KNew |
$426K - $478K
|
16K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
16KNew |
$425K - $477K
|
16K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15.4K+ 32.46% |
$409K - $459K
|
62.7K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15.1K+ 2.75% |
$402K - $451K
|
564K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.7K+ 152.41% |
$392K - $440K
|
24.4K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
$347K - $389K
|
13K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9KNew |
$317K - $356K
|
11.9K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$304K - $341K
|
11.4K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.61K+ 6.36% |
$176K - $197K
|
111K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.26K+ 8.98% |
$167K - $187K
|
76K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.18K+ 6.81% |
$111K - $125K
|
65.5K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.16K+ 330.55% |
$111K - $124K
|
5.41K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.14K+ 80.55% |
$110K - $123K
|
9.27K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 2.71% |
$97.9K - $110K
|
140K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.5K+ 0.82% |
$93.2K - $105K
|
431K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 7.78% |
$78.9K - $88.5K
|
41.1K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.96K+ 36.14% |
$78.6K - $88.2K
|
11.1K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 11.85% |
$77.1K - $86.5K
|
27.4K
$759K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.6K+ 4.9% |
$69.1K - $77.5K
|
55.5K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 56.53% |
$65.2K - $73.2K
|
6.79K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.19K+ 8.28% |
$58.2K - $65.3K
|
28.6K
$794K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.03K+ 1.43% |
$54K - $60.6K
|
144K
$3.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.84K+ 5.39% |
$48.9K - $54.8K
|
35.9K
$998K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 8.54% |
$39.7K - $44.5K
|
18.9K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$31.1K - $34.9K
|
1.17K
$32.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
834+ 1.27% |
$22.2K - $24.9K
|
66.3K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
831+ 2.79% |
$22.1K - $24.8K
|
30.6K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 63.93% |
$20.9K - $23.5K
|
2.02K
$56K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
740New |
$19.7K - $22.1K
|
740
$20.5K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
686+ 7.64% |
$18.3K - $20.5K
|
9.66K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
638New |
$17K - $19K
|
638
$17.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
562+ 3.91% |
$15K - $16.8K
|
14.9K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 11.9% |
$14K - $15.7K
|
4.95K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
479+ 16.75% |
$12.7K - $14.3K
|
3.34K
$92.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
208New |
$5.53K - $6.21K
|
208
$5.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
172+ 1.25% |
$4.58K - $5.13K
|
13.9K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
150New |
$3.99K - $4.48K
|
150
$4.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
112+ 0.11% |
$2.98K - $3.34K
|
105K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$2.98K - $3.34K
|
112
$3.11K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
110+ 10.21% |
$2.93K - $3.28K
|
1.19K
$33K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
105+ 1.07% |
$2.79K - $3.13K
|
9.95K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$2.08K - $2.33K
|
78
$2.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61New |
$1.62K - $1.82K
|
61
$1.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$1.38K - $1.55K
|
52
$1.44K
|