Purchases and Sales Made in Q3 2021 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.15KNew |
$126K - $137K
|
4.15K
$111K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.89K+ 18.72% |
$118K - $129K
|
24.7K
$662K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 2.63% |
$117K - $127K
|
150K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.73K+ 11.09% |
$113K - $123K
|
37.3K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.22K+ 15.74% |
$97.8K - $107K
|
23.7K
$636K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 17.8% |
$81.1K - $88.3K
|
17.7K
$474K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
2.6K+ 19.64% |
$79.1K - $86.1K
|
15.8K
$426K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 38.27% |
$75.2K - $81.9K
|
8.94K
$240K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.24K+ 4.29% |
$68.1K - $74.1K
|
54.4K
$1.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.02K+ 80.97% |
$61.4K - $66.9K
|
4.52K
$121K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01K+ 3.34% |
$61.1K - $66.6K
|
62.1K
$1.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.84K+ 2.77% |
$55.8K - $60.8K
|
68K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.65K+ 14.27% |
$50K - $54.4K
|
13.2K
$354K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.33K+ 12.91% |
$40.3K - $43.9K
|
11.6K
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.32K+ 2.88% |
$40.2K - $43.8K
|
47.3K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.01K+ 14.33% |
$30.8K - $33.6K
|
8.09K
$217K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
990New |
$30.1K - $32.8K
|
990
$26.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
974New |
$29.6K - $32.2K
|
974
$26.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
750New |
$22.8K - $24.8K
|
750
$20.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
695+ 4.99% |
$21.1K - $23K
|
14.6K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
544+ 2.2% |
$16.5K - $18K
|
25.3K
$679K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
539New |
$16.4K - $17.8K
|
539
$14.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
285+ 1.33% |
$8.66K - $9.43K
|
21.7K
$583K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
283New |
$8.6K - $9.37K
|
283
$7.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
252+ 0.6% |
$7.66K - $8.34K
|
42.5K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
226New |
$6.87K - $7.48K
|
226
$6.07K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
207+ 100.98% |
$6.29K - $6.85K
|
412
$11.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200+ 3333.33% |
$6.08K - $6.62K
|
206
$5.54K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
200New |
$6.08K - $6.62K
|
200
$5.37K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
200New |
$6.08K - $6.62K
|
200
$5.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
197+ 0.2% |
$5.99K - $6.52K
|
98.1K
$2.63M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
180+ 2.19% |
$5.47K - $5.96K
|
8.42K
$226K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98New |
$2.98K - $3.24K
|
98
$2.63K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
94+ 0.64% |
$2.86K - $3.11K
|
14.8K
$398K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
82+ 303.7% |
$2.49K - $2.71K
|
109
$2.93K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
71New |
$2.16K - $2.35K
|
71
$1.91K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
48+ 0.41% |
$1.46K - $1.59K
|
11.9K
$320K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
38+ 0.15% |
$1.16K - $1.26K
|
26K
$699K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.65% |
$486 - $530
|
2.48K
$66.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.09% |
$274 - $298
|
10.5K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.19% |
$213 - $232
|
3.75K
$101K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.66% |
$122 - $132
|
612
$16.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1New |
$30.4 - $33.1
|
1
$26.9
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.48% |
$30.4 - $33.1
|
211
$5.67K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3- 21.43% |
$91.2 - $99.3
|
11
$296
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 0.55% |
$304 - $331
|
1.82K
$49K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$365 - $397
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-29- 8.1% |
$882 - $960
|
329
$8.84K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-29- 0.3% |
$882 - $960
|
9.75K
$262K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-45Closed |
$1.37K - $1.49K
|
0
$0
|