Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.1K- 52.89% |
$600K - $735K
|
23.2K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 25.95% |
$641K - $784K
|
79.4K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.7K- 17.46% |
$707K - $866K
|
145K
$3.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40.1K- 15.25% |
$924K - $1.13M
|
223K
$5.97M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-44.7K- 25.48% |
$1.03M - $1.26M
|
131K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49K- 21.35% |
$1.13M - $1.38M
|
181K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-49.4K- 27.35% |
$1.14M - $1.39M
|
131K
$3.51M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-52.5K- 50.96% |
$1.21M - $1.48M
|
50.5K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-57.2K- 57.55% |
$1.32M - $1.61M
|
42.2K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-156K- 72.22% |
$3.59M - $4.4M
|
60K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-202K- 22.7% |
$4.65M - $5.69M
|
688K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.2M- 61.73% |
$259M - $317M
|
6.97M
$187M
|