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

Cetera 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
2024
Q1 		$260K Buy
+9,949
New +$256K ﹤0.01% 2041
2019
Q2 		– Sell
-100
Closed -$3K – 1036
2019
Q1 		$3K Buy
+100
New +$2.47K ﹤0.01% 1199

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Cetera Advisors's FREL Position: Q1 2024 in Review

Cetera Advisors opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2024: 9,949 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #2041 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FREL as recently as Q1 2019.

Cetera Advisors first reported a position in FREL in Q1 2019 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2024.

  • Cetera Advisors held 9,949 shares of Fidelity MSCI Real Estate Index ETF worth $260K as of Q1 2024.
  • Fidelity MSCI Real Estate Index ETF was a new Cetera Advisors position in Q1 2024.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2041 holding.
  • Cetera Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.