Purchases and Sales Made in Q4 2024 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.12M+ 2604.04% |
$29.7M - $33.3M
|
1.16M
$31.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
90.3KNew |
$2.4M - $2.7M
|
90.3K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
16KNew |
$426K - $478K
|
16K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
16KNew |
$425K - $477K
|
16K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15.4K+ 32.46% |
$409K - $459K
|
62.7K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15.1K+ 2.75% |
$402K - $451K
|
564K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14.7K+ 152.41% |
$392K - $440K
|
24.4K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13KNew |
$347K - $389K
|
13K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9KNew |
$317K - $356K
|
11.9K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$304K - $341K
|
11.4K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.26K+ 8.98% |
$167K - $187K
|
76K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.18K+ 6.81% |
$111K - $125K
|
65.5K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 7.78% |
$78.9K - $88.5K
|
41.1K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.9K+ 11.85% |
$77.1K - $86.5K
|
27.4K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
2.6K+ 4.9% |
$69.1K - $77.5K
|
55.5K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.19K+ 8.28% |
$58.2K - $65.3K
|
28.6K
$786K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.03K+ 1.43% |
$54K - $60.6K
|
144K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 8.54% |
$39.7K - $44.5K
|
18.9K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$31.1K - $34.9K
|
1.17K
$32.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
834+ 1.27% |
$22.2K - $24.9K
|
66.3K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
831+ 2.79% |
$22.1K - $24.8K
|
30.6K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 63.93% |
$20.9K - $23.5K
|
2.02K
$55.4K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
686+ 7.64% |
$18.3K - $20.5K
|
9.66K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
638New |
$17K - $19K
|
638
$17.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
527+ 11.9% |
$14K - $15.7K
|
4.95K
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
112+ 0.11% |
$2.98K - $3.34K
|
105K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
110+ 10.21% |
$2.93K - $3.28K
|
1.19K
$32.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
105+ 1.07% |
$2.79K - $3.13K
|
9.95K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78New |
$2.08K - $2.33K
|
78
$2.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61New |
$1.62K - $1.82K
|
61
$1.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$1.38K - $1.55K
|
52
$1.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50+ 0.59% |
$1.33K - $1.49K
|
8.55K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 0.03% |
$718 - $806
|
78.9K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$532 - $597
|
20
$549
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.82% |
$452 - $507
|
2.1K
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
16+ 533.33% |
$426 - $478
|
19
$522
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.84% |
$186 - $209
|
838
$23K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
6+ 0.0% |
$160 - $179
|
192K
$5.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 5.13% |
$53.2 - $59.7
|
41
$1.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.71% |
$26.6 - $29.9
|
142
$3.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 4.0% |
$26.6 - $29.9
|
26
$714
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-120- 38.22% |
$3.19K - $3.58K
|
194
$5.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-157- 37.03% |
$4.18K - $4.69K
|
267
$7.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-164- 0.13% |
$4.36K - $4.9K
|
129K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-182- 0.97% |
$4.84K - $5.43K
|
18.6K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-192- 1.67% |
$5.11K - $5.73K
|
11.3K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-351- 0.16% |
$9.34K - $10.5K
|
224K
$6.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-468- 3.27% |
$12.5K - $14K
|
13.8K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-629- 6.85% |
$16.7K - $18.8K
|
8.55K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-766- 4.44% |
$20.4K - $22.9K
|
16.5K
$452K
|