Institutional Ownership Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,638
shares
|
$278,056
0.1% of portfolio
|
Q2 2022
Added 12.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
9,176
shares
|
$264,727
0.13% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
8,976
shares
|
$258,957
0.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,738
shares
|
$252,091
0.01% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
8,682
shares
|
$250,475
0.0% of portfolio
|
Q2 2024
Reduced 19.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,553
shares
|
$246,754
0.01% of portfolio
|
Q2 2024
Reduced 23.88%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
8,501
shares
|
$245,253
0.04% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
8,176
shares
|
$235,877
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
7,477
shares
|
$215,711
0.0% of portfolio
|
Q2 2024
Reduced 52.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,473
shares
|
$215,596
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
7,358
shares
|
$212,278
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
5,597
shares
|
$161,473
0.0% of portfolio
|
Q2 2022
Added 3.4%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,402
shares
|
$155,847
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
5,388
shares
|
$155,443
0.09% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,136
shares
|
$148,173
0.01% of portfolio
|
Q2 2024
Added 24.21%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
4,457
shares
|
$128,584
0.0% of portfolio
|
Q2 2024
Reduced 22.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,427
shares
|
$127,718
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,336
shares
|
$125,093
0.0% of portfolio
|
Q3 2024
Added 62.95%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,322
shares
|
$124,689
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,200
shares
|
$121,170
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
3,514
shares
|
$101,378
0.02% of portfolio
|
Q2 2024
Reduced 54.59%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,990
shares
|
$86,261
0.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,303
shares
|
$66,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
2,084
shares
|
$60,123
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
1,795
shares
|
$51,785
0.0% of portfolio
|
Q4 2023
Reduced 14.32%
|