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Ausdal Financial Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Ausdal Financial Partners’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 		$414K Buy
14,127
+91
+0.6% +$2.64K 0.02% 702
2026
Q1 		$378K Buy
14,036
+226
+2% +$6.29K 0.02% 686
2025
Q4 		$371K Sell
13,810
-318
-2% -$8.68K 0.02% 648
2025
Q3 		$393K Sell
14,128
-257
-2% -$7.08K 0.02% 630
2025
Q2 		$389K Sell
14,385
-1,890
-12% -$50.5K 0.03% 486
2025
Q1 		$447K Sell
16,275
-390
-2% -$10.7K 0.03% 415
2024
Q4 		$450K Sell
16,665
-294
-2% -$8.41K 0.04% 384
2024
Q3 		$500K Buy
16,959
+2,249
+15% +$62.6K 0.05% 306
2024
Q2 		$373K Sell
14,710
-1,048
-7% -$26.1K 0.04% 338
2024
Q1 		$411K Buy
15,758
+831
+6% +$21.4K 0.05% 306
2023
Q4 		$398K Sell
14,927
-724
-5% -$17.2K 0.05% 295
2023
Q3 		$356K Buy
15,651
+952
+6% +$23.5K 0.05% 297
2023
Q2 		$369K Buy
14,699
+565
+4% +$13.9K 0.05% 292
2023
Q1 		$352K Sell
14,134
-259
-2% -$6.69K 0.05% 306
2022
Q4 		$357K Sell
14,393
-571
-4% -$14.1K 0.05% 302
2022
Q3 		$358K Sell
14,964
-766
-5% -$21.3K 0.06% 294
2022
Q2 		$427K Sell
15,730
-340
-2% -$10.1K 0.06% 286
2022
Q1 		$520K Buy
16,070
+1,888
+13% +$59.8K 0.07% 274
2021
Q4 		$492K Buy
+14,182
New +$462K 0.07% 283

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 22.9% 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 11.72% 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

Ausdal Financial Partners's FREL Position: Q2 2026 in Review

Ausdal Financial Partners increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.65% in Q2 2026, buying an estimated $2.64K and bringing the position to 14,127 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #702.

Ausdal Financial Partners first reported a position in FREL in Q4 2021 and has held it in 19 quarters since. The position peaked at $520K in Q1 2022. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Ausdal Financial Partners held 14,127 shares of Fidelity MSCI Real Estate Index ETF worth $414K as of Q2 2026.
  • Ausdal Financial Partners bought 91 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $2.64K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #702 holding.
  • Ausdal Financial Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Ausdal Financial Partners's Fidelity MSCI Real Estate Index ETF position peaked at $520K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.