ACA
FREL icon

Aptus Capital Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Aptus Capital Advisors’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
2026
Q2 		$557 Buy
+19
New +$551 ﹤0.01% 1767
2026
Q1 		– Sell
-1
Closed -$27 – 1718
2025
Q4 		$27 Hold
1
– – ﹤0.01% 1662
2025
Q3 		$28 Hold
1
– – ﹤0.01% 1592
2025
Q2 		$19 Hold
1
– – ﹤0.01% 1529
2025
Q1 		$19 Hold
1
– – ﹤0.01% 1436
2024
Q4 		$18 Hold
1
– – ﹤0.01% 1410
2024
Q3 		$29 Hold
1
– – ﹤0.01% 1232
2024
Q2 		$25 Buy
+1
New +$25 ﹤0.01% 1161

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aptus Capital Advisors's FREL Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 19 shares worth $557. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in FREL as recently as Q4 2025.

Aptus Capital Advisors first reported a position in FREL in Q2 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Aptus Capital Advisors held 19 shares of Fidelity MSCI Real Estate Index ETF worth $557 as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Aptus Capital Advisors position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1767 holding.
  • Aptus Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and has held it in 8 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.