Latest Institutional Transactions on Fidelity Covington Tr Msci Rea (FREL)
This table provides information on the latest institutional transactions involving Fidelity Covington Tr Msci Rea (FREL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-5- 0.03% |
$134 - $141
|
16.7K
$454K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.68K+ 2.24% |
$44.9K - $47.2K
|
76.6K
$2.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.55K+ 32.1% |
$256K - $269K
|
39.3K
$1.07M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.12K+ 29.59% |
$111K - $116K
|
18.1K
$491K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
30New |
$805 - $845
|
30
$817
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
380K+ 30.82% |
$10.2M - $10.7M
|
1.61M
$43.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-206- 2.69% |
$5.52K - $5.8K
|
7.44K
$203K
|
|
|
Jan 26, 2026
Q4 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
77+ 0.8% |
$2.07K - $2.17K
|
9.76K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.8K+ 197.15% |
$1.12M - $1.18M
|
63K
$1.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-12.5K- 20.4% |
$335K - $352K
|
48.8K
$1.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.88K- 44.73% |
$50.4K - $52.9K
|
2.32K
$63.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.4K+ 110.59% |
$279K - $293K
|
19.8K
$539K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-68- 18.99% |
$1.82K - $1.91K
|
290
$7.89K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 13.19% |
$158K - $166K
|
50.5K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.19K+ 56.12% |
$112K - $118K
|
11.7K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.5K+ 6.76% |
$93.9K - $98.6K
|
55.3K
$1.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.52K+ 15.16% |
$255K - $268K
|
72.3K
$1.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
967New |
$25.9K - $27.2K
|
967
$26.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.64K- 22.62% |
$97.6K - $102K
|
12.4K
$339K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550+ 32.99% |
$14.8K - $15.5K
|
2.22K
$60.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 24.44% |
$57K - $59.9K
|
10.8K
$295K
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
24.5K+ 3.83% |
$658K - $691K
|
666K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 3.7% |
$53.6 - $56.3
|
56
$1.52K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.92% |
$107 - $113
|
438
$11.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-149- 1.7% |
$4K - $4.19K
|
8.62K
$235K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-758- 1.79% |
$20.3K - $21.3K
|
41.6K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
147+ 0.28% |
$3.94K - $4.14K
|
53.3K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 9.66% |
$274K - $288K
|
116K
$3.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.78K+ 9.29% |
$128K - $135K
|
56.2K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
393+ 0.17% |
$10.5K - $11.1K
|
236K
$6.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-585- 4.39% |
$15.7K - $16.5K
|
12.7K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-354- 3.62% |
$9.49K - $9.97K
|
9.43K
$257K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3+ 0.03% |
$80.5 - $84.4
|
11.3K
$309K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.81K+ 1.37% |
$48.5K - $50.9K
|
134K
$3.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
626+ 8.59% |
$16.8K - $17.6K
|
7.92K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
761+ 7.61% |
$20.4K - $21.4K
|
10.8K
$293K
|
|
|
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 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 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52.3K- 20.35% |
$1.4M - $1.47M
|
205K
$5.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.12KNew |
$218K - $229K
|
8.12K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
568+ 1.78% |
$15.2K - $16K
|
32.5K
$884K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-189- 1.57% |
$5.07K - $5.32K
|
11.9K
$323K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
33.3K+ 18.07% |
$893K - $937K
|
217K
$5.92M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 1.33% |
$35.3K - $37.1K
|
100K
$2.73M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11.6KNew |
$312K - $327K
|
11.6K
$316K
|
|
| Q3 2025 | |||||||
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-127- 0.88% |
$3.41K - $3.6K
|
14.3K
$389K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 0.28% |
$1.93K - $2.04K
|
25.7K
$701K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
28.2K+ 11.23% |
$758K - $799K
|
280K
$7.61M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.58K+ 2.97% |
$96.1K - $101K
|
124K
$3.38M
|
|