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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 12.5% |
$47.3 - $60.9
|
18
$489
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.51% |
$23.6 - $30.5
|
198
$5.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.35% |
$23.6 - $30.5
|
24
$653
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-44- 0.48% |
$1.04K - $1.34K
|
9.08K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-78- 0.25% |
$1.84K - $2.38K
|
30.6K
$832K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-91- 0.02% |
$2.15K - $2.77K
|
461K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-124- 0.81% |
$2.93K - $3.78K
|
15.3K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-127- 7.51% |
$3K - $3.87K
|
1.56K
$42.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-130- 12.8% |
$3.07K - $3.96K
|
886
$24.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-236- 0.54% |
$5.58K - $7.19K
|
43.5K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-273- 1.08% |
$6.45K - $8.32K
|
25K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-283- 0.79% |
$6.69K - $8.62K
|
35.5K
$965K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-284- 12.16% |
$6.71K - $8.65K
|
2.05K
$55.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-332- 9.1% |
$7.85K - $10.1K
|
3.32K
$90.2K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-617- 1.12% |
$14.6K - $18.8K
|
54.5K
$1.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-618- 1.32% |
$14.6K - $18.8K
|
46.3K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-709- 0.77% |
$16.8K - $21.6K
|
91.4K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-736- 1.3% |
$17.4K - $22.4K
|
55.7K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-766- 4.87% |
$18.1K - $23.3K
|
15K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-800- 88.89% |
$18.9K - $24.4K
|
100
$2.72K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-967Closed |
$22.9K - $29.5K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.26K- 95.87% |
$29.7K - $38.2K
|
54
$1.47K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 69.21% |
$32.8K - $42.3K
|
617
$16.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.75K- 10.52% |
$41.3K - $53.2K
|
14.8K
$404K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.83K- 4.79% |
$43.1K - $55.6K
|
36.3K
$987K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.89K- 3.34% |
$44.6K - $57.5K
|
54.5K
$1.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.92K- 30.34% |
$45.4K - $58.5K
|
4.41K
$120K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.93K- 12.65% |
$45.6K - $58.8K
|
13.3K
$362K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.44K- 13.06% |
$57.7K - $74.3K
|
16.2K
$442K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.45K- 14.15% |
$58K - $74.7K
|
14.9K
$405K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.62K- 1.48% |
$61.9K - $79.8K
|
174K
$4.72M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 22.09% |
$64.6K - $83.2K
|
9.63K
$262K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.74K- 0.71% |
$88.4K - $114K
|
521K
$14.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.2K- 29.26% |
$99.2K - $128K
|
10.1K
$276K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.46K- 6.12% |
$105K - $136K
|
68.4K
$1.86M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.7K- 39.5% |
$111K - $143K
|
7.2K
$196K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.72K- 4.1% |
$112K - $144K
|
111K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.33K- 13.68% |
$126K - $162K
|
33.6K
$914K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.11K- 4.24% |
$144K - $186K
|
138K
$3.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.22K- 27.65% |
$147K - $190K
|
16.3K
$443K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-6.6K- 43.05% |
$156K - $201K
|
8.73K
$237K
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.94K- 44.08% |
$164K - $212K
|
8.81K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.11K- 7.1% |
$168K - $217K
|
93.1K
$2.53M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.9KClosed |
$187K - $241K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 38.26% |
$271K - $349K
|
18.5K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.6K- 18.77% |
$275K - $355K
|
50.4K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.2K- 40.02% |
$313K - $403K
|
19.8K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.4K- 8.15% |
$317K - $408K
|
151K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.7K- 23.16% |
$346K - $446K
|
48.6K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.2K- 20.9% |
$358K - $462K
|
57.3K
$1.56M
|