FREL FIDELITY COVINGTON TRUST
FollowSHS (fund)
207 managers (211 13F filers) reported a position in FREL shares at 2024-12-31, 23,423,124 shares in all. 21 filers opened a position and 23 filers sold out during the quarter.
- Managers
- 207
- 13F filers
- 211
- New
- 21
- Added
- 84
- Reduced
- 64
- Sold out
- 23
- Shares held by filers
- 23,423,124
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Capital A Wealth Management, LLC | 20 | $540 | <0.01% | 13F-HRTimeline | |
| HighMark Wealth Management LLC | 20 | $538 | <0.01% | new | 13F-HRTimeline |
| Armor Investment Advisors, LLC | 19 | $513 | <0.01% | +16 | 13F-HRTimeline |
| Provenance Wealth Advisors, LLC | 15 | $405 | <0.01% | 0 | 13F-HRTimeline |
| GeoWealth Management, LLC | 1 | $21 | <0.01% | -1 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 1 | $18 | <0.01% | 0 | 13F-HRTimeline |
| Demars Financial Group, LLC | 316,263 | $11.7K | +302,972 | 13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |