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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
16,170
shares
|
$439,177
0.24% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,756
shares
|
$427,932
0.0% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,007
shares
|
$407,590
0.32% of portfolio
|
Q4 2022
Reduced 11.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,532
shares
|
$394,689
0.01% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
14,365
shares
|
$390,153
0.35% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
14,297
shares
|
$388,306
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
13,942
shares
|
$378,664
0.06% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,710
shares
|
$372,363
0.03% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
13,681
shares
|
$371,575
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,469
shares
|
$365,818
0.0% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
13,291
shares
|
$360,983
0.18% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,976
shares
|
$352,428
0.19% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
12,699
shares
|
$344,904
0.19% of portfolio
|
Q1 2024
Added 8.88%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,554
shares
|
$340,966
0.0% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
12,103
shares
|
$328,717
0.16% of portfolio
|
Q3 2024
Reduced 59.96%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
11,504
shares
|
$312,448
0.07% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
11,069
shares
|
$300,634
0.17% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,479
shares
|
$284,609
0.0% of portfolio
|
Q3 2023
Reduced 23.99%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
10,421
shares
|
$283,034
0.17% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
9,899
shares
|
$268,856
0.01% of portfolio
|
Q2 2024
Reduced 68.12%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
9,841
shares
|
$267,281
0.02% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
9,826
shares
|
$266,874
0.02% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,797
shares
|
$266,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
9,675
shares
|
$262,773
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
9,656
shares
|
$262,256
0.05% of portfolio
|
Q3 2024
Reduced 25.02%
|