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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.33K- 1.52% |
$153K - $175K
|
410K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.81K- 30.23% |
$165K - $188K
|
15.7K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.65K- 5.89% |
$185K - $211K
|
122K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.65K- 4.69% |
$209K - $239K
|
175K
$4.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.98K- 2.17% |
$217K - $248K
|
405K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 53.69% |
$225K - $257K
|
8.04K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20K- 8.03% |
$483K - $552K
|
229K
$6.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.1K- 20.15% |
$558K - $637K
|
91.4K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 10.95% |
$571K - $652K
|
192K
$5.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.6K- 78.43% |
$715K - $816K
|
8.13K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-30K- 23.38% |
$725K - $828K
|
98.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-54.6K- 63.42% |
$1.32M - $1.51M
|
31.5K
$858K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.2K- 11.07% |
$1.55M - $1.77M
|
516K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92.5K- 7.61% |
$2.24M - $2.55M
|
1.12M
$30.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-134K- 86.27% |
$3.23M - $3.69M
|
21.3K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150K- 77.93% |
$3.62M - $4.14M
|
42.4K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-319K- 96.98% |
$7.71M - $8.8M
|
9.94K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-355K- 39.99% |
$8.58M - $9.8M
|
533K
$14.5M
|
|