Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MSCI RL EST ETF
-
Total 13F shares
-
203,359
-
Share change
-
+59,662
-
Total reported value
-
$5,419,505
-
Price per share
-
$26.65
-
Number of holders
-
2
-
Value change
-
+$1,589,992
-
Number of buys
-
2
Institutional Holders of FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) as of Q4 2023
As of 31 Dec 2023,
FIDELITY COVINGTON TRUST - MSCI RL EST ETF (FREL) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
203,359 shares.
The largest 10 holders included
PNC FINANCIAL SERVICES GROUP, INC., Lido Advisors, LLC, CITIZENS & NORTHERN CORP, COMMONWEALTH EQUITY SERVICES, LLC, TRUEFG, LLC, Pure Financial Advisors, LLC, AE Wealth Management LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Riverpoint Wealth Management Holdings, LLC, and Black Diamond Financial, LLC.
This page lists
204
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.