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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.16K+ 13.11% |
$31.1K - $32.9K
|
10K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2.88K- 5.26% |
$77.2K - $81.4K
|
51.8K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4K- 0.97% |
$107K - $113K
|
406K
$11.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
16.7K+ 9.96% |
$448K - $472K
|
184K
$5.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 1.18% |
$2.74K - $2.89K
|
8.77K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-336- 2.46% |
$9.02K - $9.52K
|
13.3K
$363K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.09K+ 41.54% |
$110K - $116K
|
13.9K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$305K - $322K
|
11.4K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.2K+ 7.71% |
$85.8K - $90.5K
|
44.6K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.27K+ 5.67% |
$60.8K - $64.2K
|
42.2K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.2KNew |
$569K - $601K
|
21.2K
$577K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.2K+ 6.71% |
$434K - $458K
|
257K
$7M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 65.66% |
$22.3K - $23.5K
|
434
$11.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 4.04% |
$215 - $227
|
190
$5.17K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
31.9KNew |
$857K - $904K
|
31.9K
$869K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
100+ 0.84% |
$2.68K - $2.83K
|
12.1K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.41K+ 7.9% |
$91.6K - $96.7K
|
46.6K
$1.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.57% |
$26.8 - $28.3
|
177
$4.82K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-596- 6.91% |
$14.4K - $16.5K
|
8.03K
$219K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 14.8% |
$297K - $339K
|
95.2K
$2.59M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
55+ 53.4% |
$1.33K - $1.52K
|
158
$4.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177+ 60.82% |
$4.28K - $4.89K
|
468
$12.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.39KNew |
$227K - $259K
|
9.39K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 14.29% |
$24.2 - $27.6
|
6
$163
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-390- 4.54% |
$9.43K - $10.8K
|
8.21K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.46KNew |
$59.5K - $67.9K
|
2.46K
$67K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 3.13% |
$11.8K - $13.4K
|
15.1K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7K+ 166.74% |
$500K - $571K
|
33.1K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$384K - $438K
|
15.9K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.8KNew |
$720K - $823K
|
29.8K
$811K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$411 - $469
|
17
$463
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
171+ 0.65% |
$4.13K - $4.72K
|
26.5K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
45.4KNew |
$1.1M - $1.25M
|
45.4K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.04KNew |
$195K - $222K
|
8.04K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12K+ 19.94% |
$291K - $332K
|
72.4K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294New |
$7.11K - $8.12K
|
294
$8K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-16- 84.21% |
$387 - $442
|
3
$81.7
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-388- 28.34% |
$9.38K - $10.7K
|
981
$26.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
30New |
$725 - $828
|
30
$817
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.32K- 53.69% |
$225K - $257K
|
8.04K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.85KNew |
$117K - $134K
|
4.85K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72New |
$1.74K - $1.99K
|
72
$1.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.98% |
$96.7 - $110
|
413
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.98K- 2.17% |
$217K - $248K
|
405K
$11M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
439New |
$10.6K - $12.1K
|
439
$11.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-76- 52.05% |
$1.84K - $2.1K
|
70
$1.91K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.54K+ 13.24% |
$158K - $180K
|
55.9K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-570- 4.18% |
$13.8K - $15.7K
|
13.1K
$356K
|
|