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 |
|---|---|---|---|---|---|---|---|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
6.57KNew |
$201K - $228K
|
6.57K
$177K
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.19KNew |
$189K - $215K
|
6.19K
$166K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.99KNew |
$183K - $208K
|
5.99K
$161K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.8KNew |
$178K - $201K
|
5.8K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.45K+ 11.07% |
$167K - $189K
|
54.7K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.41K+ 17.55% |
$166K - $188K
|
36.2K
$973K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.37K+ 22.68% |
$164K - $186K
|
29K
$780K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.19K+ 13.74% |
$159K - $180K
|
42.9K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.03KNew |
$154K - $175K
|
5.03K
$135K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.79K+ 1.46% |
$147K - $166K
|
332K
$8.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.68K+ 1.38% |
$143K - $162K
|
343K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.64K+ 8.14% |
$142K - $161K
|
61.6K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.32K+ 81.78% |
$132K - $150K
|
9.61K
$258K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.94K+ 46.79% |
$121K - $137K
|
12.4K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.54K+ 7.67% |
$108K - $123K
|
49.6K
$1.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.48K+ 5.88% |
$107K - $121K
|
62.7K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.16KNew |
$96.6K - $110K
|
3.16K
$84.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
3.05KNew |
$93.3K - $106K
|
3.05K
$81.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.9K+ 6.14% |
$88.8K - $101K
|
50.1K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.85K+ 3.85% |
$87.4K - $99K
|
77K
$2.07M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.79KNew |
$85.3K - $96.7K
|
2.79K
$74.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
2.6KNew |
$79.6K - $90.3K
|
2.6K
$69.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2.45K+ 7.77% |
$74.9K - $84.9K
|
33.9K
$912K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$71.3K - $80.8K
|
2.33K
$62.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.33KNew |
$71.3K - $80.8K
|
2.33K
$62.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.32K+ 34.71% |
$71.1K - $80.6K
|
9K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 25.48% |
$68K - $77K
|
10.9K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.21K+ 27.29% |
$67.6K - $76.7K
|
10.3K
$277K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.03KNew |
$62.2K - $70.5K
|
2.03K
$54.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.94KNew |
$59.4K - $67.4K
|
1.94K
$52.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 101.48% |
$56.6K - $64.2K
|
3.67K
$98.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 1.18% |
$54.3K - $61.5K
|
152K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71K+ 5.45% |
$52.5K - $59.5K
|
33.1K
$891K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.61K+ 4.93% |
$49.2K - $55.8K
|
34.2K
$918K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.52K+ 0.6% |
$46.5K - $52.7K
|
252K
$6.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.51K+ 36.17% |
$46.1K - $52.3K
|
5.67K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.39KNew |
$42.5K - $48.1K
|
1.39K
$37.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.08K+ 9.91% |
$33K - $37.4K
|
11.9K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
955+ 145.8% |
$29.3K - $33.2K
|
1.61K
$43.3K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
930New |
$28.5K - $32.3K
|
930
$25K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
863+ 133.18% |
$26.4K - $30K
|
1.51K
$40.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
791+ 2.3% |
$24.2K - $27.5K
|
35.1K
$944K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
780+ 85.62% |
$23.9K - $27.1K
|
1.69K
$45.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
778New |
$23.8K - $27K
|
778
$20.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
753New |
$23.1K - $26.1K
|
753
$20.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
751+ 5.14% |
$23K - $26.1K
|
15.4K
$413K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
748+ 6.45% |
$22.9K - $26K
|
12.3K
$331K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
728+ 10.5% |
$22.3K - $25.3K
|
7.66K
$206K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
600+ 5.42% |
$18.4K - $20.8K
|
11.7K
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
580+ 1.23% |
$17.8K - $20.1K
|
47.9K
$1.29M
|