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 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
384+ 4.48% |
$11.8K - $13.3K
|
8.95K
$241K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
380+ 38000.0% |
$11.6K - $13.2K
|
381
$10.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
319New |
$9.77K - $11.1K
|
319
$8.57K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
304+ 12.25% |
$9.31K - $10.6K
|
2.79K
$74.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 347.13% |
$9.25K - $10.5K
|
389
$10.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
301New |
$9.22K - $10.5K
|
301
$8.09K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
225+ 1.58% |
$6.89K - $7.81K
|
14.5K
$388K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
223+ 314.08% |
$6.83K - $7.74K
|
294
$7.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200New |
$6.13K - $6.94K
|
200
$5.37K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
182New |
$5.57K - $6.32K
|
182
$4.89K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
162+ 0.64% |
$4.96K - $5.62K
|
25.4K
$683K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$3.06K - $3.47K
|
100
$2.69K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89+ 9.14% |
$2.73K - $3.09K
|
1.06K
$28.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
73New |
$2.24K - $2.53K
|
73
$1.96K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
63+ 0.12% |
$1.93K - $2.19K
|
54.5K
$1.46M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
57+ 0.12% |
$1.75K - $1.98K
|
48.7K
$1.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
40New |
$1.23K - $1.39K
|
40
$1.07K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
25+ 7.6% |
$766 - $868
|
354
$9.51K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
23New |
$704 - $799
|
23
$618
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.08% |
$245 - $278
|
10.6K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.65% |
$123 - $139
|
616
$16.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.49% |
$61.3 - $69.4
|
414
$11.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 9.09% |
$30.6 - $34.7
|
12
$322
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.15% |
$30.6 - $34.7
|
673
$18.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$30.6 - $34.7
|
7.42K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1- 0.09% |
$30.6 - $34.7
|
1.05K
$28.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1Closed |
$30.6 - $34.7
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-17- 8.06% |
$521 - $590
|
194
$5.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-18- 0.18% |
$551 - $625
|
9.73K
$261K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-18- 1.62% |
$551 - $625
|
1.09K
$29.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-26- 0.2% |
$796 - $903
|
12.8K
$343K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 1.04% |
$1.19K - $1.35K
|
3.71K
$99.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-52Closed |
$1.59K - $1.81K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-54Closed |
$1.65K - $1.87K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-57- 0.22% |
$1.75K - $1.98K
|
26K
$699K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-83- 76.15% |
$2.54K - $2.88K
|
26
$699
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-98- 8.04% |
$3K - $3.4K
|
1.12K
$30.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-200Closed |
$6.13K - $6.94K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-221- 1.86% |
$6.77K - $7.67K
|
11.7K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-226Closed |
$6.92K - $7.85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-252Closed |
$7.72K - $8.75K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-260- 0.49% |
$7.96K - $9.03K
|
53.1K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-298Closed |
$9.13K - $10.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-364- 1.02% |
$11.1K - $12.6K
|
35.5K
$953K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-457- 2.51% |
$14K - $15.9K
|
17.8K
$478K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-503- 0.45% |
$15.4K - $17.5K
|
112K
$3.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-567- 19.29% |
$17.4K - $19.7K
|
2.37K
$63.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-577- 2.22% |
$17.7K - $20K
|
25.4K
$684K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-634- 3.28% |
$19.4K - $22K
|
18.7K
$502K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-710- 2.88% |
$21.7K - $24.7K
|
23.9K
$643K
|