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 219 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
790
shares
|
$21,930
0.0% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
784
shares
|
$21,763
0.0% of portfolio
|
Q1 2024
Reduced 49.87%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
740
shares
|
$20,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
705
shares
|
$19,570
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
638
shares
|
$17,710
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
628
shares
|
$17,433
0.0% of portfolio
|
Q4 2024
Added 197.63%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
597
shares
|
$16,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
576
shares
|
$15,989
0.0% of portfolio
|
Q2 2024
Reduced 33.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
516
shares
|
$14,324
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
353
shares
|
$9,799
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
347
shares
|
$9,632
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
330
shares
|
$9,160
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
325
shares
|
$9,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
302
shares
|
$8,383
0.0% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,328
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
291
shares
|
$8,078
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
281
shares
|
$7,800
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
267
shares
|
$7,411
0.0% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$5,940
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
208
shares
|
$5,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$5,718
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
194
shares
|
$5,385
0.0% of portfolio
|
Q4 2024
Reduced 38.22%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
176
shares
|
$4,885
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
168
shares
|
$4,663
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
150
shares
|
$4,164
0.0% of portfolio
|
Q4 2024
New holding
|