Latest Institutional Purchases of Fidelity Covington Tr Msci Rea (FREL)
This list provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105K+ 13304.05% |
$2.54M - $2.9M
|
106K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
102KNew |
$2.47M - $2.82M
|
102K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.1K+ 5.9% |
$1.65M - $1.88M
|
1.22M
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.3KNew |
$1.22M - $1.39M
|
50.3K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
45.4KNew |
$1.1M - $1.25M
|
45.4K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
40KNew |
$967K - $1.1M
|
40K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.3K+ 8.48% |
$733K - $837K
|
388K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
29.6K+ 3.75% |
$717K - $818K
|
820K
$22.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
26K+ 18.38% |
$629K - $718K
|
167K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.8K+ 11.87% |
$600K - $685K
|
234K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 11.21% |
$449K - $512K
|
184K
$5.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17.3K+ 3.85% |
$419K - $479K
|
467K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
14.9K+ 42.78% |
$361K - $412K
|
49.8K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12K+ 19.94% |
$291K - $332K
|
72.4K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 1.15% |
$286K - $327K
|
1.04M
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.39KNew |
$227K - $259K
|
9.39K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.99K+ 53.44% |
$217K - $248K
|
25.8K
$704K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.71KNew |
$211K - $241K
|
8.71K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.04KNew |
$195K - $222K
|
8.04K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.8K+ 15.05% |
$189K - $215K
|
59.6K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.74KNew |
$187K - $214K
|
7.74K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.73KNew |
$187K - $213K
|
7.73K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83K+ 21.46% |
$165K - $189K
|
38.7K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 13.24% |
$158K - $180K
|
55.9K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 2.73% |
$155K - $177K
|
241K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.82K+ 1.42% |
$141K - $161K
|
417K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.85KNew |
$117K - $134K
|
4.85K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.47K+ 1.5% |
$108K - $123K
|
303K
$8.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.2K+ 41.05% |
$102K - $116K
|
14.4K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.71K+ 3.16% |
$89.6K - $102K
|
121K
$3.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.12K+ 7.56% |
$75.3K - $86K
|
44.3K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.86K+ 1.53% |
$69.2K - $79K
|
189K
$5.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 2.41% |
$68.8K - $78.6K
|
121K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.46KNew |
$59.5K - $67.9K
|
2.46K
$67.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.46K+ 3.54% |
$59.4K - $67.8K
|
71.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.97K+ 9.13% |
$47.7K - $54.5K
|
23.6K
$643K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 11.65% |
$42.8K - $48.9K
|
17K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 21.07% |
$41.4K - $47.3K
|
9.84K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 116.54% |
$36.1K - $41.2K
|
2.78K
$75.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 0.96% |
$31.6K - $36.1K
|
137K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.92% |
$28.5K - $32.5K
|
41.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 11.55% |
$24.8K - $28.3K
|
9.89K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$24.2K - $27.6K
|
1K
$27.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
902+ 2.38% |
$21.8K - $24.9K
|
38.8K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
853+ 0.59% |
$20.6K - $23.6K
|
145K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
844+ 0.74% |
$20.4K - $23.3K
|
116K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
783+ 0.14% |
$18.9K - $21.6K
|
567K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
777+ 1.29% |
$18.8K - $21.5K
|
61.1K
$1.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
752+ 1.02% |
$18.2K - $20.8K
|
74.6K
$2.03M
|