Purchases and Sales Made in Q3 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.35K+ 182.31% |
$79.2K - $102K
|
5.19K
$141K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
3.34K+ 42.72% |
$79.1K - $102K
|
11.2K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.7K+ 23.73% |
$63.9K - $82.3K
|
14.1K
$383K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 17.79% |
$63.2K - $81.5K
|
17.7K
$482K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.65K+ 12.56% |
$62.6K - $80.7K
|
23.7K
$645K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.44K+ 16.9% |
$57.7K - $74.3K
|
16.9K
$459K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.25K+ 2.63% |
$53.1K - $68.5K
|
87.7K
$2.38M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.22K+ 4.02% |
$52.5K - $67.6K
|
57.5K
$1.56M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.21K+ 13.62% |
$52.2K - $67.3K
|
18.4K
$501K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.75K+ 13.35% |
$41.4K - $53.3K
|
14.9K
$404K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.71K+ 1.14% |
$40.4K - $52K
|
151K
$4.12M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.68K+ 4.34% |
$39.7K - $51.2K
|
40.4K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.64K+ 13.61% |
$38.7K - $49.9K
|
13.7K
$372K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 75.64% |
$35.5K - $45.7K
|
3.48K
$94.7K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.49K+ 9.46% |
$35.3K - $45.5K
|
17.3K
$470K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.26KNew |
$29.8K - $38.5K
|
1.26K
$34.3K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19K+ 3.45% |
$28.1K - $36.3K
|
35.7K
$971K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.14K+ 19.72% |
$27K - $34.8K
|
6.93K
$188K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 13.25% |
$26.8K - $34.5K
|
9.68K
$263K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.05KNew |
$24.8K - $31.9K
|
1.05K
$28.5K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
891New |
$21.1K - $27.1K
|
891
$24.2K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
835+ 16700.0% |
$19.7K - $25.4K
|
840
$22.8K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
767+ 213.65% |
$18.1K - $23.4K
|
1.13K
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
688+ 5.76% |
$16.3K - $21K
|
12.6K
$343K
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
645+ 1.16% |
$15.2K - $19.7K
|
56.3K
$1.53M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
593+ 3.04% |
$14K - $18.1K
|
20.1K
$546K
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
572+ 7.17% |
$13.5K - $17.4K
|
8.55K
$232K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
493+ 0.73% |
$11.7K - $15K
|
67.9K
$1.85M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
458+ 2.57% |
$10.8K - $14K
|
18.3K
$496K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
345+ 2.72% |
$8.16K - $10.5K
|
13K
$354K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
332+ 0.56% |
$7.85K - $10.1K
|
59.3K
$1.61M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
214New |
$5.06K - $6.52K
|
214
$5.82K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
200New |
$4.73K - $6.09K
|
200
$5.44K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
166+ 45.23% |
$3.92K - $5.06K
|
533
$14.5K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
117+ 0.5% |
$2.77K - $3.56K
|
23.6K
$641K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
114+ 4.11% |
$2.69K - $3.47K
|
2.89K
$78.4K
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
105+ 0.13% |
$2.48K - $3.2K
|
79.7K
$2.17M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
64New |
$1.51K - $1.95K
|
64
$1.74K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60+ 0.29% |
$1.42K - $1.83K
|
20.9K
$568K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.33% |
$733 - $945
|
9.48K
$258K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 1.08% |
$686 - $884
|
2.72K
$73.9K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
24+ 0.15% |
$567 - $731
|
16.5K
$450K
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
22+ 0.26% |
$520 - $670
|
8.37K
$228K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
19+ 1.1% |
$449 - $579
|
1.75K
$47.6K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.11% |
$260 - $335
|
10.3K
$280K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
7+ 1.67% |
$165 - $213
|
427
$11.6K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 1.12% |
$165 - $213
|
633
$17.2K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$94.6 - $122
|
4
$109
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.05% |
$94.6 - $122
|
385
$10.5K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$70.9 - $91.4
|
2.79K
$76K
|