Purchases and Sales Made in Q4 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.52% |
$45.4 - $52.6
|
387
$10.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.51% |
$22.7 - $26.3
|
199
$5.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$22.7 - $26.3
|
805
$21.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.5% |
$22.7 - $26.3
|
201
$5.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-9- 0.27% |
$204 - $237
|
3.31K
$88.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.19% |
$295 - $342
|
6.92K
$186K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-45- 0.18% |
$1.02K - $1.18K
|
24.9K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-49- 0.05% |
$1.11K - $1.29K
|
93.7K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-75- 0.52% |
$1.7K - $1.97K
|
14.3K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-153- 0.78% |
$3.48K - $4.02K
|
19.4K
$522K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-166- 31.14% |
$3.77K - $4.36K
|
367
$9.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-174- 1.73% |
$3.95K - $4.57K
|
9.9K
$266K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-183- 34.33% |
$4.16K - $4.81K
|
350
$9.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-212- 2.47% |
$4.82K - $5.57K
|
8.36K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-275- 3.29% |
$6.25K - $7.23K
|
8.1K
$218K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-351- 56.89% |
$7.97K - $9.22K
|
266
$7.15K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-362- 1.0% |
$8.22K - $9.51K
|
35.9K
$966K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-380- 99.74% |
$8.63K - $9.99K
|
1
$26.9
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-405- 11.63% |
$9.2K - $10.6K
|
3.08K
$82.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-495- 11.23% |
$11.2K - $13K
|
3.91K
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-571- 3.82% |
$13K - $15K
|
14.4K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-612- 1.92% |
$13.9K - $16.1K
|
31.3K
$840K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-697- 6.76% |
$15.8K - $18.3K
|
9.61K
$258K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-701- 0.77% |
$15.9K - $18.4K
|
90.7K
$2.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-868- 5.25% |
$19.7K - $22.8K
|
15.7K
$421K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-943- 5.17% |
$21.4K - $24.8K
|
17.3K
$465K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.06K- 0.12% |
$24K - $27.7K
|
890K
$23.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.06K- 11.13% |
$24K - $27.7K
|
8.43K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.06K- 3.16% |
$24.2K - $28K
|
32.6K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.14K- 1.43% |
$25.9K - $30K
|
78.5K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.32K- 2.62% |
$29.9K - $34.6K
|
49.1K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.45K- 3.33% |
$32.9K - $38.1K
|
42.1K
$1.13M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.56K- 7.21% |
$35.4K - $40.9K
|
20K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.86K- 11.05% |
$42.4K - $49K
|
15K
$403K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 97.47% |
$45.4K - $52.6K
|
52
$1.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.01K- 3.24% |
$45.6K - $52.8K
|
59.9K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.1K- 13.77% |
$47.7K - $55.2K
|
13.2K
$353K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.17K- 0.85% |
$49.3K - $57.1K
|
253K
$6.81M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-2.42K- 19.73% |
$55K - $63.6K
|
9.85K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.56K- 4.6% |
$58.3K - $67.4K
|
53.2K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3K- 20.98% |
$68.2K - $78.8K
|
11.3K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.16K- 19.44% |
$71.7K - $83K
|
13.1K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 2.15% |
$74.1K - $85.7K
|
148K
$3.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.4K- 85.64% |
$99.9K - $116K
|
737
$19.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.62K- 5.65% |
$105K - $121K
|
77.2K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.98K- 27.03% |
$113K - $131K
|
13.4K
$361K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.26K- 28.41% |
$119K - $138K
|
13.2K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.33K- 50.24% |
$144K - $166K
|
6.26K
$168K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.37K- 7.26% |
$145K - $167K
|
81.3K
$2.19M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.58KClosed |
$150K - $173K
|
0
$0
|