Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
33.3K+ 18.07% |
$893K - $937K
|
217K
$5.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11.6KNew |
$312K - $327K
|
11.6K
$316K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.12KNew |
$218K - $229K
|
8.12K
$221K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 1.33% |
$35.3K - $37.1K
|
100K
$2.73M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.24K+ 2.93% |
$33.2K - $34.9K
|
43.5K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
568+ 1.78% |
$15.2K - $16K
|
32.5K
$884K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
218+ 0.82% |
$5.85K - $6.14K
|
26.8K
$728K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 3.85% |
$26.8 - $28.2
|
27
$735
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-189- 1.57% |
$5.07K - $5.32K
|
11.9K
$323K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52.3K- 20.35% |
$1.4M - $1.47M
|
205K
$5.58M
|
|