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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-38- 0.39% |
$919 - $1.05K
|
9.73K
$265K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-76- 52.05% |
$1.84K - $2.1K
|
70
$1.91K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-92- 1.2% |
$2.22K - $2.54K
|
7.56K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-99- 2.95% |
$2.39K - $2.73K
|
3.26K
$88.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-137- 1.38% |
$3.31K - $3.78K
|
9.76K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-165- 0.86% |
$3.99K - $4.56K
|
19.1K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 11.98% |
$4.16K - $4.75K
|
1.26K
$34.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-175- 1.44% |
$4.23K - $4.83K
|
12K
$326K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-230- 2.51% |
$5.56K - $6.35K
|
8.92K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-254- 0.78% |
$6.14K - $7.01K
|
32.3K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-271- 1.7% |
$6.55K - $7.48K
|
15.7K
$427K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-366- 2.96% |
$8.85K - $10.1K
|
12K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-386- 0.38% |
$9.33K - $10.7K
|
102K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-388- 28.34% |
$9.38K - $10.7K
|
981
$26.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-390- 4.54% |
$9.43K - $10.8K
|
8.21K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-408- 4.18% |
$9.87K - $11.3K
|
9.34K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-409- 5.83% |
$9.89K - $11.3K
|
6.61K
$180K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-453- 0.73% |
$11K - $12.5K
|
61.8K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-483- 3.19% |
$11.7K - $13.3K
|
14.7K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 3.13% |
$11.8K - $13.4K
|
15.1K
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-501- 3.15% |
$12.1K - $13.8K
|
15.4K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-570- 4.18% |
$13.8K - $15.7K
|
13.1K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-572- 3.26% |
$13.8K - $15.8K
|
17K
$462K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-596- 6.91% |
$14.4K - $16.5K
|
8.03K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-598- 1.39% |
$14.5K - $16.5K
|
42.3K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-612- 5.59% |
$14.8K - $16.9K
|
10.3K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-648- 13.36% |
$15.7K - $17.9K
|
4.2K
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 1.35% |
$16.9K - $19.3K
|
51.3K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-731- 5.08% |
$17.7K - $20.2K
|
13.7K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-903- 1.37% |
$21.8K - $24.9K
|
64.9K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-934- 2.12% |
$22.6K - $25.8K
|
43.2K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.63K- 3.64% |
$39.5K - $45.1K
|
43.2K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.71K- 74.27% |
$41.4K - $47.3K
|
593
$16.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.89K- 11.61% |
$45.7K - $52.2K
|
14.4K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 3.67% |
$50.3K - $57.4K
|
54.6K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.08K- 4.41% |
$50.3K - $57.5K
|
45.1K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.42K- 4.8% |
$58.6K - $66.9K
|
48.1K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.55K- 24.89% |
$61.7K - $70.4K
|
7.69K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.67K- 15.62% |
$64.6K - $73.8K
|
14.4K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.71K- 6.37% |
$65.6K - $74.9K
|
39.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.79K- 2.43% |
$67.5K - $77.1K
|
112K
$3.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.12K- 2.87% |
$75.5K - $86.2K
|
106K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.26K- 4.82% |
$78.8K - $89.9K
|
64.4K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.45K- 28.84% |
$83.4K - $95.3K
|
8.52K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.48K- 18.37% |
$84.1K - $96.1K
|
15.5K
$421K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.33K- 2.74% |
$105K - $120K
|
154K
$4.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.35K- 33.43% |
$105K - $120K
|
8.67K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.49K- 72.76% |
$108K - $124K
|
1.68K
$45.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.02K- 39.83% |
$121K - $139K
|
7.58K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.35K- 28.83% |
$129K - $148K
|
13.2K
$359K
|
|