Purchases and Sales Made in Q1 2022 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2022. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.55K- 5.33% |
$46.3K - $53.4K
|
27.5K
$748K
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.94KClosed |
$58K - $66.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 2.87% |
$63.2K - $72.7K
|
71.4K
$1.94M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.23K- 18.67% |
$66.7K - $76.8K
|
9.7K
$264K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.33KClosed |
$69.6K - $80.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.33KClosed |
$69.6K - $80.2K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.49K- 1.57% |
$74.5K - $85.7K
|
156K
$4.24M
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.57K- 5.43% |
$76.7K - $88.4K
|
44.7K
$1.22M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.6KClosed |
$77.8K - $89.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 16.43% |
$86.8K - $99.9K
|
14.8K
$401K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.96K- 99.33% |
$88.7K - $102K
|
20
$544
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-3.05KClosed |
$91.1K - $105K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.84K- 15.08% |
$115K - $132K
|
21.6K
$587K
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.01K- 2.12% |
$120K - $138K
|
185K
$5.03M
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.38K- 26.79% |
$131K - $151K
|
12K
$325K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.51K- 79.52% |
$135K - $155K
|
1.16K
$31.6K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.77K- 9.73% |
$143K - $164K
|
44.3K
$1.2M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-4.96K- 42.46% |
$148K - $171K
|
6.72K
$183K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.03KClosed |
$150K - $173K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.67K- 7.22% |
$169K - $195K
|
72.8K
$1.98M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.8KClosed |
$174K - $200K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.97K- 19.46% |
$179K - $206K
|
24.7K
$672K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.99KClosed |
$179K - $206K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.13K- 33.4% |
$183K - $211K
|
12.2K
$332K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.19KClosed |
$185K - $213K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.2K- 11.68% |
$185K - $213K
|
46.9K
$1.27M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.45KClosed |
$193K - $222K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.75KClosed |
$202K - $233K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.97K- 84.29% |
$209K - $240K
|
1.3K
$35.3K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.01K- 20.02% |
$210K - $241K
|
28K
$761K
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-8.77K- 25.85% |
$262K - $302K
|
25.2K
$684K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9KClosed |
$269K - $310K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-9.05K- 5.42% |
$271K - $312K
|
158K
$4.29M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-10.2KClosed |
$305K - $351K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 9.29% |
$352K - $405K
|
115K
$3.12M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.6KClosed |
$378K - $435K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-13.3KClosed |
$398K - $459K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14K- 2.52% |
$417K - $481K
|
539K
$14.7M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-16K- 29.73% |
$479K - $551K
|
37.8K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-18.5K- 3.25% |
$554K - $638K
|
551K
$15M
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-18.7KClosed |
$559K - $643K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.3K- 78.08% |
$577K - $664K
|
5.41K
$147K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20.6K- 37.68% |
$617K - $710K
|
34.1K
$928K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.4K- 71.9% |
$672K - $773K
|
8.77K
$239K
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-22.5K- 20.03% |
$673K - $775K
|
89.8K
$2.44M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.9KClosed |
$716K - $825K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.4KClosed |
$760K - $875K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.8K- 18.12% |
$891K - $1.03M
|
135K
$3.66M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.6K- 28.87% |
$1.04M - $1.19M
|
85.3K
$2.32M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.4K- 36.01% |
$1.21M - $1.39M
|
71.8K
$1.95M
|