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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-750Closed |
$23K - $26K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-754- 4.76% |
$23.1K - $26.2K
|
15.1K
$400K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-825- 83.33% |
$25.3K - $28.6K
|
165
$4.38K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.13K- 13.98% |
$34.7K - $39.3K
|
6.96K
$185K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.97% |
$35.5K - $40.2K
|
118K
$3.12M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.46K- 1.83% |
$44.8K - $50.8K
|
78.4K
$2.08M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.5K- 10.1% |
$45.8K - $51.9K
|
13.3K
$353K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.99K- 3.2% |
$60.9K - $69K
|
60.2K
$1.6M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.11K- 3.29% |
$64.5K - $73.2K
|
61.9K
$1.64M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 80.7% |
$67.9K - $76.9K
|
530
$14.1K
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.3K- 5.8% |
$70.6K - $80K
|
37.4K
$992K
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.35K- 1.55% |
$71.9K - $81.5K
|
149K
$3.96M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.72K- 9.4% |
$83.4K - $94.5K
|
26.3K
$697K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.97K- 12.07% |
$90.8K - $103K
|
21.6K
$573K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4.29K- 12.57% |
$131K - $149K
|
29.8K
$791K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.36K- 24.69% |
$164K - $186K
|
16.3K
$434K
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.99K- 4.52% |
$183K - $208K
|
127K
$3.36M
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$206K - $233K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.78K- 1.85% |
$208K - $235K
|
359K
$9.51M
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8.34K- 56.38% |
$256K - $290K
|
6.45K
$171K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.94KClosed |
$274K - $310K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.2K- 11.46% |
$344K - $390K
|
86.8K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-11.8K- 27.75% |
$361K - $409K
|
30.7K
$814K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.2K- 59.67% |
$375K - $425K
|
8.27K
$219K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9KClosed |
$486K - $551K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16.3KClosed |
$498K - $565K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.5K- 1.63% |
$567K - $643K
|
1.12M
$29.6M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.4K- 52.44% |
$1.05M - $1.2M
|
31.2K
$828K
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-37.1K- 6.29% |
$1.14M - $1.29M
|
553K
$14.7M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.1K- 16.99% |
$1.96M - $2.23M
|
313K
$8.31M
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-67.1KClosed |
$2.06M - $2.33M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-157K- 54.63% |
$4.79M - $5.43M
|
130K
$3.45M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-547K- 27.37% |
$16.8M - $19M
|
1.45M
$38.5M
|