Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Rea (FREL)

FREL Quotes by TradingView

This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q2 2023. 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
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
2K
New
$47K - $50.4K
2K $54.4K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.96K
+ 20.9%
$46.1K - $49.4K
11.3K $309K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
1.92K
+ 25.81%
$45.1K - $48.4K
9.36K $255K
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.84K
+ 1.64%
$43.3K - $46.4K
114K $3.11M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
1.79K
+ 2.98%
$42K - $45K
61.8K $1.68M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.73K
+ 2.59%
$40.6K - $43.6K
68.5K $1.86M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.56K
+ 7.77%
$36.6K - $39.2K
21.6K $587K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.36K
+ 1.9%
$31.9K - $34.1K
72.7K $1.98M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.27K
+ 14.11%
$29.9K - $32.1K
10.3K $280K
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.25K
+ 0.9%
$29.3K - $31.4K
139K $3.78M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.08K
+ 4.7%
$25.4K - $27.2K
24K $654K
Jul 17, 2023 Q2 2023
Forte Asset Management LLC

BUY
 -
1.04K
+ 1.83%
$24.5K - $26.3K
58.2K $1.58M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
735
+ 2.43%
$17.3K - $18.5K
30.9K $841K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
565
+ 4.0%
$13.3K - $14.2K
14.7K $400K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
539
New
$12.7K - $13.6K
539 $14.7K
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
405
+ 1.3%
$9.52K - $10.2K
31.5K $855K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
396
New
$9.31K - $9.98K
396 $10.8K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
396
New
$9.31K - $9.98K
396 $10.8K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
352
+ 8.05%
$8.28K - $8.87K
4.73K $129K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
208
+ 88.14%
$4.89K - $5.24K
444 $12.1K
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
162
New
$3.81K - $4.08K
162 $4.41K
Jul 10, 2023 Q2 2023
Thompson Investment Management, Inc.

BUY
 -
121
+ 4.65%
$2.84K - $3.05K
2.72K $74K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
114
+ 0.27%
$2.68K - $2.87K
42.9K $1.17M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
100
+ 11.19%
$2.35K - $2.52K
994 $27K
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
71
+ 3.21%
$1.67K - $1.79K
2.28K $62.1K
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
53
+ 0.25%
$1.25K - $1.34K
21K $573K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
44
New
$1.03K - $1.11K
44 $1.2K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
43
+ 0.94%
$1.01K - $1.08K
4.62K $126K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
42
New
$987 - $1.06K
42 $1.14K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
36
New
$846 - $907
36 $979
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
27
+ 0.95%
$635 - $680
2.86K $77.8K
Jul 26, 2023 Q2 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
22
+ 5.31%
$517 - $554
436 $11.9K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
17
+ 0.95%
$400 - $428
1.8K $49K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
11
+ 0.38%
$259 - $277
2.91K $79.3K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
7
+ 0.89%
$165 - $176
795 $21.6K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
4
+ 1.02%
$94 - $101
396 $10.8K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
4
+ 17.39%
$94 - $101
27 $734
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
2
+ 1.5%
$47 - $50.4
135 $3.67K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
2
+ 0.98%
$47 - $50.4
206 $5.6K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2
+ 0.96%
$47 - $50.4
210 $5.71K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
1
+ 0.64%
$23.5 - $25.2
157 $4.27K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
1
+ 0.64%
$23.5 - $25.2
157 $4.27K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q2 2023
Us Bancorp \De\

SELL
 -
-42
- 0.79%
$987 - $1.06K
5.24K $143K
Jul 31, 2023 Q2 2023
First National Corp

SELL
 -
-57
- 0.16%
$1.34K - $1.44K
36.6K $996K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-72
- 0.55%
$1.69K - $1.81K
13.1K $356K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

SELL
 -
-115
- 1.36%
$2.7K - $2.9K
8.33K $227K
Jul 28, 2023 Q2 2023
Tufton Capital Management

SELL
 -
-139
- 0.56%
$3.27K - $3.5K
24.7K $672K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-188
- 53.56%
$4.42K - $4.74K
163 $4.43K

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