Purchases and Sales Made in Q2 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 11.65% |
$42.8K - $48.9K
|
17K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.72K+ 2.79% |
$41.5K - $47.4K
|
63.1K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 21.07% |
$41.4K - $47.3K
|
9.84K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 116.54% |
$36.1K - $41.2K
|
2.78K
$75.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.31K+ 0.96% |
$31.6K - $36.1K
|
137K
$3.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 2.92% |
$28.5K - $32.5K
|
41.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 11.55% |
$24.8K - $28.3K
|
9.89K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$24.2K - $27.6K
|
1K
$27.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
902+ 2.38% |
$21.8K - $24.9K
|
38.8K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
853+ 0.59% |
$20.6K - $23.6K
|
145K
$3.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
844+ 0.74% |
$20.4K - $23.3K
|
116K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
783+ 0.14% |
$18.9K - $21.6K
|
567K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
777+ 1.29% |
$18.8K - $21.5K
|
61.1K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
752+ 1.02% |
$18.2K - $20.8K
|
74.6K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
584+ 9.41% |
$14.1K - $16.1K
|
6.79K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
439New |
$10.6K - $12.1K
|
439
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
432+ 2.69% |
$10.4K - $11.9K
|
16.5K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294New |
$7.11K - $8.12K
|
294
$8K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
280+ 2.18% |
$6.77K - $7.73K
|
13.1K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
194+ 3.33% |
$4.69K - $5.36K
|
6.02K
$164K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177+ 60.82% |
$4.28K - $4.89K
|
468
$12.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
171+ 0.65% |
$4.13K - $4.72K
|
26.5K
$722K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
146New |
$3.53K - $4.03K
|
146
$3.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
131+ 0.51% |
$3.17K - $3.62K
|
25.7K
$699K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72New |
$1.74K - $1.99K
|
72
$1.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 0.39% |
$1.57K - $1.79K
|
16.6K
$453K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
55+ 53.4% |
$1.33K - $1.52K
|
158
$4.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
38+ 0.43% |
$919 - $1.05K
|
8.85K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.05% |
$822 - $939
|
68.7K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.99% |
$725 - $828
|
3.07K
$83.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30New |
$725 - $828
|
30
$817
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$411 - $469
|
17
$463
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11+ 0.02% |
$266 - $304
|
57.6K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 19.05% |
$193 - $221
|
50
$1.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.95% |
$193 - $221
|
854
$23.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.98% |
$96.7 - $110
|
413
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
4+ 0.04% |
$96.7 - $110
|
11.3K
$309K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.02% |
$48.4 - $55.2
|
198
$5.39K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.95% |
$48.4 - $55.2
|
212
$5.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$48.4 - $55.2
|
4
$109
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.01% |
$24.2 - $27.6
|
100
$2.72K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.09% |
$24.2 - $27.6
|
93
$2.53K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$24.2 - $27.6
|
114
$3.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 14.29% |
$24.2 - $27.6
|
6
$163
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-16- 84.21% |
$387 - $442
|
3
$81.7
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 6.37% |
$411 - $469
|
250
$6.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-26- 4.51% |
$629 - $718
|
550
$15K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-34- 7.73% |
$822 - $939
|
406
$11.1K
|
|