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 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50+ 0.59% |
$1.33K - $1.49K
|
8.55K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 0.03% |
$718 - $806
|
78.9K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.84% |
$665 - $746
|
3.02K
$83.7K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$532 - $597
|
20
$555
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.82% |
$452 - $507
|
2.1K
$58.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$426 - $478
|
19
$527
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
11+ 6.67% |
$293 - $328
|
176
$4.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.84% |
$186 - $209
|
838
$23.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 0.86% |
$160 - $179
|
705
$19.6K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6+ 0.0% |
$160 - $179
|
192K
$5.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 5.13% |
$53.2 - $59.7
|
41
$1.14K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.71% |
$26.6 - $29.9
|
142
$3.94K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.0% |
$26.6 - $29.9
|
26
$722
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-120- 38.22% |
$3.19K - $3.58K
|
194
$5.39K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 37.03% |
$4.18K - $4.69K
|
267
$7.41K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164- 0.13% |
$4.36K - $4.9K
|
129K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-182- 0.97% |
$4.84K - $5.43K
|
18.6K
$518K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-192- 1.67% |
$5.11K - $5.73K
|
11.3K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 23.75% |
$6.55K - $7.34K
|
790
$21.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-293- 3.03% |
$7.8K - $8.75K
|
9.36K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-318- 0.48% |
$8.46K - $9.49K
|
65.3K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-351- 0.16% |
$9.34K - $10.5K
|
224K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-468- 3.27% |
$12.5K - $14K
|
13.8K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-629- 6.85% |
$16.7K - $18.8K
|
8.55K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-766- 4.44% |
$20.4K - $22.9K
|
16.5K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-877- 7.92% |
$23.3K - $26.2K
|
10.2K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.27% |
$32.5K - $36.4K
|
52.5K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.43K- 14.52% |
$38K - $42.6K
|
8.4K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.95K- 3.29% |
$51.9K - $58.2K
|
57.4K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.15K- 15.7% |
$57.2K - $64.1K
|
11.5K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.3K- 18.11% |
$61.2K - $68.7K
|
10.4K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.72K- 2.2% |
$72.4K - $81.2K
|
121K
$3.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.9K- 67.1% |
$77.2K - $86.6K
|
1.42K
$39.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.01K- 16.0% |
$80.1K - $89.8K
|
15.8K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 27.81% |
$141K - $159K
|
13.8K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-7.84K- 11.47% |
$208K - $234K
|
60.5K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.96K- 31.91% |
$238K - $267K
|
19.1K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-12.3K- 29.17% |
$329K - $369K
|
30K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 2.86% |
$342K - $384K
|
437K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 9.58% |
$378K - $424K
|
134K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-14.7K- 21.98% |
$390K - $437K
|
52K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 10.89% |
$502K - $563K
|
154K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-21.1K- 2.63% |
$562K - $631K
|
783K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 39.53% |
$700K - $786K
|
40.3K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-29.2K- 72.49% |
$776K - $871K
|
11.1K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.9K- 2.95% |
$1.06M - $1.19M
|
1.31M
$36.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-118K- 90.81% |
$3.13M - $3.51M
|
11.9K
$330K
|