AG
FREL icon

Advisor Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Advisor Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.1M Buy
75,278
+6,853
+10% +$190K 0.01% 784
2019
Q3 		$1.91M Buy
68,425
+1,527
+2% +$41.4K 0.01% 782
2019
Q2 		$1.75M Buy
66,898
+2,098
+3% +$54.8K 0.01% 819
2019
Q1 		$1.68M Buy
64,800
+2,523
+4% +$62.4K 0.01% 785
2018
Q4 		$1.4M Buy
62,277
+53,771
+632% +$1.27M 0.01% 778
2018
Q3 		$205K Buy
8,506
+3,894
+84% +$96.5K ﹤0.01% 2146
2018
Q2 		$113K Buy
4,612
+4,409
+2,172% +$103K ﹤0.01% 2434
2018
Q1 		$5K Sell
203
-1,821
-90% -$42.1K ﹤0.01% 4403
2017
Q4 		$50K Buy
2,024
+155
+8% +$3.83K ﹤0.01% 3081
2017
Q3 		$45K Sell
1,869
-57
-3% -$1.39K ﹤0.01% 3020
2017
Q2 		$47K Buy
1,926
+118
+7% +$2.85K ﹤0.01% 2888
2017
Q1 		$43K Buy
1,808
+1,608
+804% +$38.1K ﹤0.01% 2826
2016
Q4 		$5K Sell
200
-1,211
-86% -$27.9K ﹤0.01% 3926
2016
Q3 		$35K Buy
+1,411
New +$35.4K ﹤0.01% 2784

Other funds holding FREL

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return