Purchases and Sales Made in Q4 2021 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
925K+ 4.22% |
$28.3M - $32.1M
|
22.9M
$614M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
256KNew |
$7.84M - $8.89M
|
256K
$6.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200K+ 41.88% |
$6.13M - $6.95M
|
678K
$18.2M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
189KNew |
$5.79M - $6.56M
|
189K
$5.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
105K+ 56.96% |
$3.22M - $3.65M
|
290K
$7.79M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
99.9KNew |
$3.06M - $3.47M
|
99.9K
$2.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
87.1K+ 143.03% |
$2.67M - $3.03M
|
148K
$3.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
53.8KNew |
$1.65M - $1.87M
|
53.8K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.3K+ 7.02% |
$1.51M - $1.71M
|
751K
$20.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
47.8KNew |
$1.46M - $1.66M
|
47.8K
$1.28M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
47.3KNew |
$1.45M - $1.64M
|
47.3K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
44.4K+ 2.24% |
$1.36M - $1.54M
|
2.02M
$54.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
43.7K+ 63.89% |
$1.34M - $1.52M
|
112K
$3.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41.4KNew |
$1.27M - $1.44M
|
41.4K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.8KNew |
$1.01M - $1.14M
|
32.8K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.5K+ 674.81% |
$934K - $1.06M
|
35K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 29.05% |
$923K - $1.05M
|
134K
$3.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
28.7KNew |
$880K - $998K
|
28.7K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
28KNew |
$857K - $971K
|
28K
$752K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
23.8K+ 5.69% |
$729K - $826K
|
442K
$11.9M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
21.4KNew |
$657K - $745K
|
21.4K
$576K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
21K+ 3.82% |
$642K - $728K
|
569K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.8K+ 26.43% |
$636K - $721K
|
99.4K
$2.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.6K+ 14.93% |
$630K - $714K
|
158K
$4.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.8K+ 43.11% |
$514K - $583K
|
55.7K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.6KNew |
$510K - $578K
|
16.6K
$447K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.2KNew |
$434K - $492K
|
14.2K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 22.99% |
$421K - $477K
|
73.5K
$1.97M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 9.06% |
$403K - $456K
|
158K
$4.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13K+ 6.76% |
$399K - $452K
|
206K
$5.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 12.15% |
$393K - $446K
|
119K
$3.18M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6KNew |
$387K - $439K
|
12.6K
$340K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
11KNew |
$338K - $383K
|
11K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 10.05% |
$335K - $380K
|
120K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.5K+ 15.36% |
$320K - $363K
|
78.5K
$2.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.2KNew |
$312K - $353K
|
10.2K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1KNew |
$309K - $350K
|
10.1K
$271K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.58KNew |
$293K - $333K
|
9.58K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
8.35KNew |
$256K - $290K
|
8.35K
$224K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.23KNew |
$252K - $286K
|
8.23K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.14K+ 61.78% |
$249K - $283K
|
21.3K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.78K+ 20.84% |
$238K - $270K
|
45.1K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.69K+ 18.58% |
$235K - $267K
|
49.1K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.39KNew |
$226K - $257K
|
7.39K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.33KNew |
$224K - $254K
|
7.33K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.2K+ 39.56% |
$221K - $250K
|
25.4K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7KNew |
$214K - $243K
|
7K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.91K+ 2.78% |
$212K - $240K
|
255K
$6.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$207K - $234K
|
6.75K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
6.65K+ 4.15% |
$204K - $231K
|
167K
$4.48M
|