Purchases and Sales Made in Q1 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.88K+ 7.28% |
$71.7K - $77.3K
|
42.4K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51K+ 5.49% |
$62.5K - $67.5K
|
48.2K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.45K+ 8.54% |
$61K - $65.8K
|
31.1K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.17K+ 10.97% |
$54.2K - $58.5K
|
22K
$610K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.07K+ 1.94% |
$51.5K - $55.5K
|
108K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.97K+ 9.84% |
$49K - $52.9K
|
22K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.89K+ 7.45% |
$47K - $50.7K
|
27.2K
$755K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.85K+ 19.77% |
$46.2K - $49.9K
|
11.2K
$312K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.79K+ 4.87% |
$44.6K - $48.1K
|
38.5K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.72K+ 1.24% |
$42.9K - $46.3K
|
141K
$3.9M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.61K+ 11.36% |
$40.2K - $43.4K
|
15.8K
$439K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.58K+ 0.72% |
$39.3K - $42.4K
|
220K
$6.12M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.46K+ 11.62% |
$36.5K - $39.3K
|
14.1K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.46K+ 2.17% |
$36.3K - $39.2K
|
68.5K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.33K+ 9.74% |
$33.1K - $35.7K
|
14.9K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 54.37% |
$32.6K - $35.1K
|
3.71K
$103K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.27K+ 13.8% |
$31.7K - $34.2K
|
10.5K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.26K+ 1.1% |
$31.3K - $33.8K
|
115K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.18K+ 5.54% |
$29.4K - $31.8K
|
22.5K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15KNew |
$28.7K - $31K
|
1.15K
$32K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 8.88% |
$25.8K - $27.9K
|
12.7K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
918+ 0.33% |
$22.9K - $24.7K
|
277K
$7.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
872+ 593.2% |
$21.7K - $23.4K
|
1.02K
$28.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
831+ 5.57% |
$20.7K - $22.3K
|
15.8K
$437K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
775+ 9.22% |
$19.3K - $20.8K
|
9.18K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
766New |
$19.1K - $20.6K
|
766
$21.3K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
718New |
$17.9K - $19.3K
|
718
$19.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
716+ 8.97% |
$17.8K - $19.3K
|
8.69K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
630+ 13.92% |
$15.7K - $16.9K
|
5.16K
$143K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
601+ 6.59% |
$15K - $16.2K
|
9.72K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
588+ 2.42% |
$14.7K - $15.8K
|
24.9K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
556+ 147.09% |
$13.9K - $15K
|
934
$25.9K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
507New |
$12.6K - $13.6K
|
507
$14.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
502+ 2.97% |
$12.5K - $13.5K
|
17.4K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
489+ 3.32% |
$12.2K - $13.1K
|
15.2K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
447+ 94.3% |
$11.1K - $12K
|
921
$25.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
390+ 10.41% |
$9.72K - $10.5K
|
4.14K
$115K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
389+ 4.96% |
$9.7K - $10.5K
|
8.23K
$228K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
347New |
$8.65K - $9.33K
|
347
$9.63K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
327+ 0.39% |
$8.15K - $8.79K
|
83.3K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
280New |
$6.98K - $7.53K
|
280
$7.77K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
252+ 0.98% |
$6.28K - $6.78K
|
25.9K
$719K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
130New |
$3.24K - $3.5K
|
130
$3.61K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
118+ 0.32% |
$2.94K - $3.17K
|
37.1K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
111+ 0.09% |
$2.77K - $2.98K
|
120K
$3.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
107+ 24.43% |
$2.67K - $2.88K
|
545
$15.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
46New |
$1.15K - $1.24K
|
46
$1.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 0.98% |
$1.05K - $1.13K
|
4.33K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
29+ 1.0% |
$723 - $780
|
2.94K
$81.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.99% |
$499 - $538
|
2.05K
$56.9K
|