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 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
30.5K+ 6.53% |
$819K - $865K
|
498K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
434K+ 81.56% |
$11.7M - $12.3M
|
967K
$26.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
241+ 0.62% |
$6.47K - $6.83K
|
38.9K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
196K+ 18.92% |
$5.27M - $5.56M
|
1.23M
$33.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.58K+ 34.4% |
$96K - $101K
|
14K
$380K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 10.79% |
$1.72K - $1.81K
|
657
$17.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
31+ 0.4% |
$832 - $878
|
7.76K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.02K- 2.62% |
$27.3K - $28.8K
|
37.7K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
51.8KNew |
$1.39M - $1.47M
|
51.8K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-314- 3.16% |
$8.43K - $8.89K
|
9.63K
$262K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.98K- 7.63% |
$187K - $198K
|
84.4K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-175- 2.18% |
$4.7K - $4.96K
|
7.84K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.29K+ 3.56% |
$61.5K - $64.9K
|
66.7K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-48- 0.49% |
$1.29K - $1.36K
|
9.68K
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
470+ 0.36% |
$12.6K - $13.3K
|
132K
$3.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.15K+ 4.39% |
$84.6K - $89.3K
|
74.9K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
11+ 0.03% |
$295 - $312
|
32.3K
$880K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-13- 0.77% |
$349 - $368
|
1.67K
$45.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
149New |
$4K - $4.22K
|
149
$4.06K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.24K+ 14.17% |
$33.1K - $35K
|
9.95K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.58K+ 10.05% |
$42.3K - $44.7K
|
17.3K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
482+ 0.78% |
$12.9K - $13.7K
|
62.3K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.15K+ 16.14% |
$192K - $203K
|
51.5K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.62K+ 0.69% |
$43.5K - $45.9K
|
235K
$6.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3+ 0.03% |
$80.5 - $85
|
11.3K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.35K- 1.97% |
$36.3K - $38.3K
|
67.3K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
2.32K+ 0.28% |
$62.2K - $65.7K
|
822K
$22.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.31KNew |
$116K - $122K
|
4.31K
$117K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
90.7K+ 1115.43% |
$2.43M - $2.57M
|
98.8K
$2.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
384+ 94.58% |
$10.3K - $10.9K
|
790
$21.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-677- 3.54% |
$18.2K - $19.2K
|
18.5K
$502K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
404+ 0.35% |
$10.8K - $11.4K
|
116K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-113- 1.14% |
$3.03K - $3.2K
|
9.78K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-9.99K- 15.82% |
$268K - $283K
|
53.2K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
62New |
$1.66K - $1.76K
|
62
$1.69K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
119+ 0.28% |
$3.19K - $3.37K
|
42.4K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 16.13% |
$73.5K - $77.5K
|
19.7K
$536K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.3K- 1.42% |
$196K - $207K
|
508K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.29KNew |
$196K - $206K
|
7.29K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.81% |
$671 - $708
|
3.1K
$84.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$287K - $303K
|
10.7K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.19KNew |
$31.9K - $33.7K
|
1.19K
$32.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-107- 1.41% |
$2.87K - $3.03K
|
7.47K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.66K+ 21.41% |
$44.5K - $47K
|
9.4K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 8.0% |
$107 - $113
|
54
$1.47K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
112+ 0.11% |
$3.01K - $3.17K
|
106K
$2.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.47K+ 41.83% |
$174K - $183K
|
21.9K
$597K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 1.15% |
$2.34K - $2.46K
|
7.65K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
57+ 0.34% |
$1.53K - $1.61K
|
16.7K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
9.76K+ 5.16% |
$262K - $276K
|
199K
$5.42M
|
|