Institutional Ownership Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $435 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
3,015
shares
|
$82,822
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,860
shares
|
$78,564
0.01% of portfolio
|
Q3 2024
Added 138.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,853
shares
|
$78,371
0.0% of portfolio
|
Q3 2024
Added 147.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,303
shares
|
$63,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,101
shares
|
$57,714
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,035
shares
|
$55,901
0.01% of portfolio
|
Q3 2024
Reduced 42.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,018
shares
|
$55,434
0.01% of portfolio
|
Q4 2024
Added 63.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,795
shares
|
$49,308
0.0% of portfolio
|
Q4 2023
Reduced 14.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,700
shares
|
$46,699
0.0% of portfolio
|
Q2 2023
Reduced 56.56%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,664
shares
|
$45,710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,587
shares
|
$43,594
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,422
shares
|
$39,062
0.0% of portfolio
|
Q4 2024
Reduced 67.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,257
shares
|
$34,529
0.0% of portfolio
|
Q3 2024
Added 2144.64%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,187
shares
|
$32,606
0.0% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,181
shares
|
$32,442
0.0% of portfolio
|
Q3 2024
Added 69.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,170
shares
|
$32,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,036
shares
|
$28,458
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$27,470
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$27,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
994
shares
|
$27,305
0.0% of portfolio
|
Q2 2023
Added 11.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
970
shares
|
$26,645
0.0% of portfolio
|
Q3 2024
Added 71.38%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
850
shares
|
$23,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
838
shares
|
$23,019
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
833
shares
|
$22,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
784
shares
|
$21,536
0.0% of portfolio
|
Q1 2024
Reduced 49.87%
|