Institutional Ownership Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $404 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
34,447
shares
|
$935,580
0.11% of portfolio
|
Q3 2024
Added 99.44%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
34,105
shares
|
$926,291
0.66% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
32,039
shares
|
$870,179
0.0% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,364
shares
|
$851,846
0.0% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
31,000
shares
|
$841,960
0.02% of portfolio
|
Q4 2023
Reduced 20.85%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
29,736
shares
|
$807,629
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
28,070
shares
|
$762,381
0.01% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
26,929
shares
|
$731,391
0.21% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,412
shares
|
$717,349
0.03% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
26,061
shares
|
$707,816
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
24,958
shares
|
$677,859
0.33% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,457
shares
|
$664,252
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
23,432
shares
|
$636,413
0.11% of portfolio
|
Q3 2024
Added 72.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
19,597
shares
|
$532,254
0.05% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,177
shares
|
$520,847
0.0% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
18,943
shares
|
$514,491
0.39% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,826
shares
|
$511,314
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
18,816
shares
|
$511,042
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,522
shares
|
$503,057
0.0% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
17,594
shares
|
$477,853
0.16% of portfolio
|
Q3 2024
Added 1606.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,453
shares
|
$474,023
0.02% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
17,236
shares
|
$468,129
0.03% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,959
shares
|
$460,606
0.06% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
16,560
shares
|
$449,769
0.17% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
16,480
shares
|
$447,596
0.1% of portfolio
|
Q3 2024
Added 24.91%
|