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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$19,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
638
shares
|
$17,525
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
597
shares
|
$16,399
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
576
shares
|
$15,822
0.0% of portfolio
|
Q2 2024
Reduced 33.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
516
shares
|
$14,174
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
389
shares
|
$10,685
0.0% of portfolio
|
Q4 2021
Added 347.13%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
384
shares
|
$10,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
347
shares
|
$9,532
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
330
shares
|
$9,065
0.0% of portfolio
|
Q2 2023
Reduced 71.65%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
300
shares
|
$8,241
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
289
shares
|
$7,938
0.0% of portfolio
|
Q3 2024
Reduced 36.48%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
281
shares
|
$7,719
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
267
shares
|
$7,334
0.0% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
261
shares
|
$7,169
0.0% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
214
shares
|
$5,878
0.0% of portfolio
|
Q1 2020
Added 2.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
211
shares
|
$5,796
0.0% of portfolio
|
Q3 2024
Added 80.34%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
206
shares
|
$5,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
194
shares
|
$5,329
0.0% of portfolio
|
Q4 2024
Reduced 38.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
167
shares
|
$4,587
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
165
shares
|
$4,532
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
150
shares
|
$4,120
0.0% of portfolio
|
Q3 2024
Reduced 72.73%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
147
shares
|
$4,038
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
146
shares
|
$4,010
0.0% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
142
shares
|
$3,900
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,653
0.0% of portfolio
|
Q2 2021
New holding
|