CAL
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Capital Analysts LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Capital Analysts LLC’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
2025
Q2 		– Sell
-56
Closed -$2K – 1399
2025
Q1 		$2K Buy
+56
New +$1.54K ﹤0.01% 1305
2024
Q2 		– Sell
-21,987
Closed -$574K – 1217
2024
Q1 		$574K Buy
21,987
+2,174
+11% +$56K 0.03% 301
2023
Q4 		$528K Sell
19,813
-4,176
-17% -$99.4K 0.03% 304
2023
Q3 		$546K Sell
23,989
-37
-0.2% -$915 0.03% 289
2023
Q2 		$603K Buy
24,026
+1,079
+5% +$26.5K 0.03% 277
2023
Q1 		$572K Buy
22,947
+6,353
+38% +$164K 0.03% 280
2022
Q4 		$412K Buy
+16,594
New +$410K 0.03% 316

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return