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 220 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
147
shares
|
$4,080
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
146
shares
|
$4,052
0.0% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
142
shares
|
$3,941
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
133
shares
|
$3,692
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
112
shares
|
$3,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
78
shares
|
$2,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
78
shares
|
$2,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$1,776
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
61
shares
|
$1,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
54
shares
|
$1,499
0.0% of portfolio
|
Q3 2022
Reduced 95.87%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
53
shares
|
$1,471
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
52
shares
|
$1,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
41
shares
|
$1,138
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
26
shares
|
$721
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
20
shares
|
$555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$527
0.0% of portfolio
|
Q4 2024
Added 533.33%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4
shares
|
$111
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2
shares
|
$55
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2024
New holding
|