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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.52K- 6.11% |
$94.5K - $99.7K
|
54.1K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 9.59% |
$272K - $288K
|
116K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.86K+ 10.53% |
$211K - $222K
|
82.5K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15.2K- 64.56% |
$409K - $431K
|
8.36K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.55% |
$483 - $510
|
3.27K
$89.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
281+ 0.81% |
$7.54K - $7.96K
|
35.1K
$955K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7.35KNew |
$197K - $208K
|
7.35K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24.6KNew |
$660K - $697K
|
24.6K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.8K+ 25.56% |
$343K - $362K
|
62.8K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
18.5KNew |
$496K - $523K
|
18.5K
$503K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.48K+ 9.47% |
$93.5K - $98.7K
|
40.3K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-682- 1.05% |
$18.3K - $19.3K
|
64.2K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.7K+ 9.2% |
$958K - $1.01M
|
423K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-530- 3.12% |
$14.2K - $15K
|
16.4K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-636- 6.15% |
$17.1K - $18K
|
9.7K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25K+ 24.46% |
$672K - $709K
|
127K
$3.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.92K- 9.63% |
$159K - $168K
|
55.6K
$1.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-400- 6.65% |
$10.7K - $11.3K
|
5.62K
$153K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
56.8K+ 16.85% |
$1.53M - $1.61M
|
394K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.88% |
$26.8 - $28.3
|
115
$3.13K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.8K- 36.39% |
$75.2K - $79.3K
|
4.89K
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
55+ 1.31% |
$1.48K - $1.56K
|
4.26K
$116K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.25K+ 4.14% |
$168K - $177K
|
157K
$4.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-94.6K- 8.43% |
$2.54M - $2.68M
|
1.03M
$28M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-431- 2.61% |
$11.6K - $12.2K
|
16.1K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.84K- 20.72% |
$237K - $250K
|
33.8K
$920K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.0% |
$26.8 - $28.3
|
101
$2.75K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
38K+ 6.3% |
$1.02M - $1.08M
|
641K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.94% |
$53.7 - $56.6
|
214
$5.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
212+ 145.21% |
$5.69K - $6K
|
358
$9.74K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.38K+ 8.48% |
$90.8K - $95.8K
|
43.3K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.1K- 36.4% |
$83.2K - $87.8K
|
5.42K
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
5.12K+ 5.01% |
$137K - $145K
|
107K
$2.92M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-216- 0.15% |
$5.8K - $6.12K
|
145K
$3.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
453+ 0.74% |
$12.2K - $12.8K
|
61.6K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
112K+ 19.72% |
$3M - $3.17M
|
679K
$18.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.09K+ 31.65% |
$56.1K - $59.2K
|
8.7K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.82% |
$188 - $198
|
861
$23.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
189+ 4.5% |
$5.07K - $5.35K
|
4.39K
$120K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-16.4K- 34.2% |
$441K - $465K
|
31.6K
$861K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.77K+ 2.02% |
$74.2K - $78.3K
|
140K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
9.03K+ 18.13% |
$242K - $256K
|
58.8K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-834- 5.42% |
$22.4K - $23.6K
|
14.6K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.37K- 9.34% |
$36.8K - $38.8K
|
13.3K
$362K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
30.9K+ 10.19% |
$829K - $875K
|
334K
$9.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
817+ 81.7% |
$21.9K - $23.1K
|
1.82K
$49.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 50.0% |
$53.7 - $56.6
|
2
$54.4
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.18K- 3.52% |
$166K - $175K
|
169K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$107 - $113
|
4
$109
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-170- 6.12% |
$4.56K - $4.81K
|
2.61K
$70.9K
|
|