FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF - Institutionellt ägande - Säljare

Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
US ˙ ARCA ˙ US3160928574

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-30 13F Caliber Wealth Management, LLC / KS 48 066 −4,80 1 300 −6,28
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0
2025-07-21 13F Life Planning Partners, Inc 42 277 −1,39 1 143 −2,89
2025-07-30 13F Demars Financial Group, LLC 9 942 −96,98 269 2 336,36
2025-07-21 13F Ameritas Advisory Services, LLC 8 516 −28,84 230 −29,45
2025-05-13 13F Bokf, Na 0 −100,00 0 −100,00
2025-08-14 13F GWM Advisors LLC 6 −14,29 0
2025-08-14 13F Sunbelt Securities, Inc. 13 194 −28,83 357 −30,06
2025-08-14 13F Full Sail Capital, LLC 45 111 −4,41 1 220 −5,94
2025-08-01 13F Envestnet Asset Management Inc 532 562 −39,99 14 400 −40,93
2025-08-07 13F Prospect Financial Group LLC 102 140 −0,38 2 762 −1,95
2025-07-09 13F Tounjian Advisory Partners, Llc 11 986 −2,96 329 −2,95
2025-08-14 13F Clarity Asset Management, Inc. 15 695 −1,70 424 −3,20
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-08-07 13F Nwam Llc 64 360 −4,82 1 767 −4,90
2025-08-08 13F Capital Investment Advisory Services, LLC 6 610 −5,83 179 −7,29
2025-07-24 13F Blair William & Co/il 3 256 −2,95 88 −4,35
2025-08-05 13F Mission Wealth Management, Lp 14 664 −3,19 397 −4,81
2025-08-12 13F Global Retirement Partners, LLC 15 464 −18,37 418 −18,20
2025-08-08 13F Avantax Advisory Services, Inc. 404 892 −2,17 10 948 −3,70
2025-08-14 13F SWAN Capital LLC 0 −100,00 0
2025-08-14 13F Fort Point Capital Partners LLC 31 505 −63,42 852 −64,02
2025-07-22 13F Merit Financial Group, LLC 7 562 −1,20 204 −2,86
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 10 508 −79,66 284 −79,99
2025-07-15 13F Lynch & Associates/in 11 972 −1,44 324 −3,00
2025-07-14 13F Ridgewood Investments LLC 250 −6,37 7 −14,29
2025-05-05 13F Kestra Private Wealth Services, Llc 0 −100,00 0
2025-04-23 13F PMV Capital Advisers, LLC 0 −100,00 0
2025-08-12 13F Atlas Capital Advisors Llc 8 039 −53,69 217 −54,41
2025-08-14 13F Smartleaf Asset Management LLC 4 202 −13,36 113 −14,50
2025-08-14 13F Stifel Financial Corp 64 875 −1,37 1 754 −2,88
2025-08-12 13F Asset Management Group, Inc. 64 620 −0,88 1 747 −2,40
2025-08-15 13F Morgan Stanley 153 683 −2,74 4 156 −4,26
2025-08-14 13F Financial Engines Advisors L.L.C. 122 161 −5,89 3 303 −7,38
2025-05-02 13F DecisionPoint Financial, LLC 0 −100,00 0 −100,00
2025-08-12 13F Franklin Resources Inc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 208 107 −3,51 5 630 −5,01
2025-07-10 13F HF Advisory Group, LLC 43 202 −3,64 1 168 −5,12
2025-08-15 13F Keel Point, LLC 14 431 −15,62 390 −16,84
2025-08-12 13F Rather & Kittrell, Inc. 32 300 −0,78 873 −2,35
2025-07-31 13F Sage Mountain Advisors LLC 0 −100,00 0
2025-07-08 13F First National Corp /ma/ /adv 61 836 −0,73 1 672 −2,28
2025-08-08 13F Pnc Financial Services Group, Inc. 1 122 803 −7,61 30 361 −9,06
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 8 666 −33,43 234 −34,45
2025-08-12 13F PKS Advisory Services, LLC 34 687 −0,34 938 −1,99
2025-07-31 13F Forte Asset Management Llc 0 −100,00 0
2025-04-24 13F HighMark Wealth Management LLC 0 −100,00 0
2025-08-04 13F Atria Investments Llc 39 891 −6,37 1 079 −7,86
2025-07-15 13F BCS Wealth Management 7 578 −39,83 0
2025-07-30 13F Brookstone Capital Management 13 660 −5,08 369 −6,58
2025-08-14 13F EP Wealth Advisors, Inc. 15 066 −3,13 407 −4,68
2025-08-13 13F KDK Private Wealth Management, LLC 9 343 −4,18 253 −5,62
2025-08-14 13F Raymond James Financial Inc 112 015 −2,43 3 029 −3,96
2025-08-08 13F Cetera Investment Advisers 42 412 −77,93 1 147 −78,29
2025-07-11 13F Eagle Bay Advisors LLC 54 633 −3,67 1 477 −5,14
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 14 385 −11,61 389 −13,20
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-14 13F Investmark Advisory Group LLC 19 127 −0,86 517 −2,27
2025-08-01 13F Brinker Capital Investments, LLC 0 −100,00 0
2025-07-22 13F Apexium Financial, Lp 9 757 −1,38 264 −2,95
2025-05-14 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-08-21 13F Pathway Financial Advisers, LLC 8 924 −2,51 241 −3,98
2025-08-12 13F Armor Investment Advisors, LLC 3 −84,21 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 981 −28,34 27 −29,73
2025-07-30 13F Crewe Advisors LLC 550 −4,51 15 −6,67
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-14 13F Park Avenue Securities Llc 8 129 −78,43 0 −100,00
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0 −100,00
2025-08-08 13F Tortoise Investment Management, LLC 51 254 −1,35 1 386 −2,94
2025-08-14 13F Mariner, LLC 43 183 −2,12 1 168 −3,63
2025-07-30 13F Princeton Global Asset Management LLC 70 −52,05 2 −75,00
2025-04-09 13F Roxbury Financial LLC 0 −100,00 0
2025-08-08 13F Creative Planning 229 082 −8,03 6 194 −9,46
2025-08-06 13F Stone House Investment Management, LLC 1 680 −72,76 45 −73,37
2025-07-28 13F Rik Saylor Financial, Inc. 15 389 −3,15 416 −4,59
2025-08-05 13F Sigma Planning Corp 10 337 −5,59 280 −7,00
2025-08-14 13F NorthLanding Financial Partners, LLC 9 726 −0,39 263 −1,87
2025-08-01 13F Brookwood Investment Group LLC 0 −100,00 0
2025-07-23 13F Venturi Wealth Management, LLC 13 066 −4,18 353 −5,61
2025-07-14 13F AdvisorNet Financial, Inc 1 264 −11,98 34 −12,82
2025-08-14 13F UBS Group AG 98 292 −23,38 2 658 −24,60
2025-07-15 13F Fortitude Family Office, LLC 0 −100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 105 737 −2,87 2 842 −4,02
2025-05-13 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-07-18 13F Pure Financial Advisors, Inc. 410 078 −1,52 11 088 −3,06
2025-07-31 13F Schoolcraft Capital LLC 91 428 −20,15 2 472 −21,40
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-13 13F Colonial Trust Co / SC 7 694 −24,89 208 −25,98
2025-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-16 13F/A CX Institutional 406 −7,73 0
2025-07-30 13F Cullen/frost Bankers, Inc. 593 −74,27 16 −74,60
2025-08-19 13F Advisory Services Network, LLC 21 253 −86,27 575 −86,48
2025-08-14 13F Snowden Capital Advisors LLC 0 −100,00 0 −100,00
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-14 13F UMA Financial Services, Inc. 175 488 −4,69 4 745 −6,19
2025-08-11 13F Citigroup Inc 16 969 −3,26 459 −4,78
2025-08-06 13F Commonwealth Equity Services, Llc 515 523 −11,07 14 −13,33
2025-08-13 13F Northern Trust Corp 15 703 −30,23 425 −31,39
2025-08-14 13F Talon Private Wealth, LLC 8 208 −4,54 222 −6,36
2025-08-13 13F Capital Analysts, Inc. 0 −100,00 0
2025-08-14 13F Colony Group, LLC 8 033 −27,08 217 −28,15
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