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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
367
shares
|
$10,587
0.0% of portfolio
|
Q4 2022
Reduced 31.14%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
349
shares
|
$10,068
0.0% of portfolio
|
Q2 2024
Added 658.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
347
shares
|
$10,010
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
330
shares
|
$9,520
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
314
shares
|
$9,058
0.0% of portfolio
|
Q3 2024
Reduced 74.51%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,655
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
281
shares
|
$8,106
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
280
shares
|
$8,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
261
shares
|
$7,529
0.0% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$6,173
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
206
shares
|
$5,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
167
shares
|
$4,817
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
160
shares
|
$4,616
0.0% of portfolio
|
Q2 2024
Reduced 67.21%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
152
shares
|
$4,385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
147
shares
|
$4,240
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
146
shares
|
$4,212
0.0% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
141
shares
|
$4,067
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,837
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
118
shares
|
$3,404
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
117
shares
|
$3,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$1,846
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
56
shares
|
$1,615
0.0% of portfolio
|
Q1 2024
Reduced 79.56%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
54
shares
|
$1,557
0.0% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
53
shares
|
$1,529
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
39
shares
|
$1,125
0.0% of portfolio
|
Q3 2024
Added 2.63%
|