Latest Institutional Transactions on Fidelity Covington Tr Msci Rea (FREL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.81K- 30.23% |
$165K - $188K
|
15.7K
$444K
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-408- 4.18% |
$9.87K - $11.3K
|
9.34K
$264K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.65K- 5.89% |
$185K - $211K
|
122K
$3.45M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.3K+ 8.48% |
$733K - $837K
|
388K
$11M
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
777+ 1.29% |
$18.8K - $21.5K
|
61.1K
$1.73M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-16- 84.21% |
$387 - $442
|
3
$84.8
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105K+ 13304.05% |
$2.54M - $2.9M
|
106K
$2.99M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83K+ 21.46% |
$165K - $189K
|
38.7K
$1.09M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.48K- 18.37% |
$84.1K - $96.1K
|
15.5K
$437K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-388- 28.34% |
$9.38K - $10.7K
|
981
$27.7K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30New |
$725 - $828
|
30
$848
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-254- 0.78% |
$6.14K - $7.01K
|
32.3K
$912K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.01% |
$24.2 - $27.6
|
100
$2.83K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.98% |
$96.7 - $110
|
413
$11.7K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72New |
$1.74K - $1.99K
|
72
$2.03K
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.85KNew |
$117K - $134K
|
4.85K
$137K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 53.69% |
$225K - $257K
|
8.04K
$227K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
853+ 0.59% |
$20.6K - $23.6K
|
145K
$4.1M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
584+ 9.41% |
$14.1K - $16.1K
|
6.79K
$192K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-572- 3.26% |
$13.8K - $15.8K
|
17K
$479K
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
4+ 0.04% |
$96.7 - $110
|
11.3K
$320K
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$24.2 - $27.6
|
114
$3.22K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.2K+ 41.05% |
$102K - $116K
|
14.4K
$408K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92.5K- 7.61% |
$2.24M - $2.55M
|
1.12M
$31.7M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.98K- 2.17% |
$217K - $248K
|
405K
$11.4M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150K- 77.93% |
$3.62M - $4.14M
|
42.4K
$1.2M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20K- 8.03% |
$483K - $552K
|
229K
$6.47M
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 1.35% |
$16.9K - $19.3K
|
51.3K
$1.45M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-409- 5.83% |
$9.89K - $11.3K
|
6.61K
$187K
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-386- 0.38% |
$9.33K - $10.7K
|
102K
$2.89M
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.26K- 4.82% |
$78.8K - $89.9K
|
64.4K
$1.82M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.12K+ 7.56% |
$75.3K - $86K
|
44.3K
$1.25M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 1.15% |
$286K - $327K
|
1.04M
$29.3M
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.47K+ 1.5% |
$108K - $123K
|
303K
$8.56M
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11+ 0.02% |
$266 - $304
|
57.6K
$1.63M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.2K- 11.07% |
$1.55M - $1.77M
|
516K
$14.6M
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.49K- 72.76% |
$108K - $124K
|
1.68K
$47.5K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$24.2K - $27.6K
|
1K
$28.3K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-612- 5.59% |
$14.8K - $16.9K
|
10.3K
$292K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-483- 3.19% |
$11.7K - $13.3K
|
14.7K
$414K
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
432+ 2.69% |
$10.4K - $11.9K
|
16.5K
$467K
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
14.9K+ 42.78% |
$361K - $412K
|
49.8K
$1.41M
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.71K+ 3.16% |
$89.6K - $102K
|
121K
$3.41M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 6.37% |
$65.6K - $74.9K
|
39.9K
$1.13M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
146New |
$3.53K - $4.03K
|
146
$4.12K
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.95% |
$48.4 - $55.2
|
212
$5.99K
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
280+ 2.18% |
$6.77K - $7.73K
|
13.1K
$371K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
752+ 1.02% |
$18.2K - $20.8K
|
74.6K
$2.11M
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
902+ 2.38% |
$21.8K - $24.9K
|
38.8K
$1.09M
|