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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-266- 2.31% |
$6.91K - $7.6K
|
11.3K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
470+ 5.6% |
$12.2K - $13.4K
|
8.87K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.04K- 10.18% |
$27K - $29.7K
|
9.15K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.99K+ 5.21% |
$77.7K - $85.5K
|
60.4K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.89% |
$26 - $28.6
|
113
$3.15K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 45.24% |
$1.97K - $2.17K
|
92
$2.56K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46K+ 14.78% |
$1.2M - $1.32M
|
357K
$9.97M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-209- 2.1% |
$5.43K - $5.98K
|
9.75K
$272K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5.86K- 3.05% |
$152K - $168K
|
186K
$5.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
135K+ 15.15% |
$3.51M - $3.86M
|
1.03M
$28.6M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
12.8K+ 12.17% |
$332K - $365K
|
118K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.5K+ 14.53% |
$1.36M - $1.5M
|
414K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
178K+ 1219.99% |
$4.61M - $5.08M
|
192K
$5.36M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.25K+ 14.62% |
$136K - $150K
|
41.2K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-525- 5.61% |
$13.6K - $15K
|
8.84K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.33K+ 5.79% |
$60.6K - $66.7K
|
42.6K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.76KNew |
$202K - $222K
|
7.76K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.72K+ 3.77% |
$96.7K - $106K
|
103K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
50.5KNew |
$1.31M - $1.44M
|
50.5K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.32K+ 3.55% |
$60.1K - $66.2K
|
67.6K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.46K+ 31.57% |
$246K - $271K
|
39.4K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.31K+ 14.09% |
$112K - $123K
|
34.9K
$972K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 11.36% |
$84.4K - $92.9K
|
31.8K
$888K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 11.39% |
$41.1K - $45.2K
|
15.5K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19.3K+ 4.48% |
$501K - $552K
|
450K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.95% |
$208 - $229
|
846
$23.6K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.4KNew |
$192K - $211K
|
7.4K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
83+ 415.0% |
$2.16K - $2.37K
|
103
$2.87K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.31KNew |
$59.9K - $65.9K
|
2.31K
$64.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.83K+ 89.15% |
$125K - $138K
|
10.2K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.34K+ 19.8% |
$34.9K - $38.4K
|
8.13K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
989+ 1.64% |
$25.7K - $28.3K
|
61.5K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-120- 1.08% |
$3.12K - $3.43K
|
10.9K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 10.01% |
$349K - $384K
|
147K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
274+ 1.84% |
$7.12K - $7.83K
|
15.2K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-101- 8.51% |
$2.62K - $2.89K
|
1.09K
$30.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 25.29% |
$32.6K - $35.8K
|
6.21K
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
37K+ 6.99% |
$961K - $1.06M
|
566K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-95- 0.59% |
$2.47K - $2.72K
|
15.9K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.25K- 22.81% |
$110K - $122K
|
14.4K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5K+ 247.82% |
$130K - $143K
|
7.02K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
9.48K+ 12.47% |
$246K - $271K
|
85.5K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
494K+ 125.47% |
$12.8M - $14.1M
|
887K
$24.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.77K+ 27.4% |
$71.9K - $79.1K
|
12.9K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.95K+ 4.45% |
$76.6K - $84.3K
|
69.3K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.19K- 22.03% |
$30.8K - $33.9K
|
4.2K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.17K- 4.8% |
$30.4K - $33.5K
|
23.2K
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.35K+ 40.52% |
$139K - $153K
|
18.5K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$26 - $28.6
|
143
$3.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.7K- 30.04% |
$824K - $907K
|
73.9K
$2.06M
|