Purchases and Sales Made in Q4 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.8K+ 197.15% |
$1.12M - $1.18M
|
63K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
33.3K+ 18.07% |
$893K - $937K
|
217K
$5.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
24.5K+ 3.83% |
$658K - $691K
|
666K
$18.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14.7K+ 31.44% |
$393K - $413K
|
61.3K
$1.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
11.6KNew |
$312K - $327K
|
11.6K
$316K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.4K+ 110.59% |
$279K - $293K
|
19.8K
$539K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 9.66% |
$274K - $288K
|
116K
$3.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.52K+ 15.16% |
$255K - $268K
|
72.3K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.12KNew |
$218K - $229K
|
8.12K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 13.19% |
$158K - $166K
|
50.5K
$1.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.78K+ 9.29% |
$128K - $135K
|
56.2K
$1.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.5K+ 6.76% |
$93.9K - $98.6K
|
55.3K
$1.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.13K+ 24.44% |
$57K - $59.9K
|
10.8K
$295K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.81K+ 1.37% |
$48.5K - $50.9K
|
134K
$3.64M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 1.33% |
$35.3K - $37.1K
|
100K
$2.73M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.24K+ 2.93% |
$33.2K - $34.9K
|
43.5K
$1.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
967New |
$25.9K - $27.2K
|
967
$26.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
761+ 7.61% |
$20.4K - $21.4K
|
10.8K
$293K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
626+ 8.59% |
$16.8K - $17.6K
|
7.92K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
568+ 1.78% |
$15.2K - $16K
|
32.5K
$884K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
550+ 32.99% |
$14.8K - $15.5K
|
2.22K
$60.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
393+ 0.17% |
$10.5K - $11.1K
|
236K
$6.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
218+ 0.82% |
$5.85K - $6.14K
|
26.8K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
147+ 0.28% |
$3.94K - $4.14K
|
53.3K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.92% |
$107 - $113
|
438
$11.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3+ 0.03% |
$80.5 - $84.4
|
11.3K
$309K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 3.7% |
$53.6 - $56.3
|
56
$1.52K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 3.85% |
$26.8 - $28.2
|
27
$735
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-68- 18.99% |
$1.82K - $1.91K
|
290
$7.89K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-149- 1.7% |
$4K - $4.19K
|
8.62K
$235K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-189- 1.57% |
$5.07K - $5.32K
|
11.9K
$323K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-354- 3.62% |
$9.49K - $9.97K
|
9.43K
$257K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-585- 4.39% |
$15.7K - $16.5K
|
12.7K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-758- 1.79% |
$20.3K - $21.3K
|
41.6K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.88K- 44.73% |
$50.4K - $52.9K
|
2.32K
$63.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-3.64K- 22.62% |
$97.6K - $102K
|
12.4K
$339K
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-12.5K- 20.4% |
$335K - $352K
|
48.8K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52.3K- 20.35% |
$1.4M - $1.47M
|
205K
$5.58M
|
|