Cetera Investment Advisers
FREL icon

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

Cetera Investment Advisers’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
Q1 		$10.2M Sell
377,838
-53,177
-12% -$1.48M 0.01% 1056
2025
Q4 		$11.6M Buy
431,015
+21,574
+5% +$589K 0.01% 939
2025
Q3 		$11.4M Buy
409,441
+367,029
+865% +$10.1M 0.01% 912
2025
Q2 		$1.15M Sell
42,412
-149,766
-78% -$4M ﹤0.01% 2255
2025
Q1 		$5.28M Buy
192,178
+177,619
+1,220% +$4.88M 0.01% 1076
2024
Q4 		$393K Sell
14,559
-1,197
-8% -$34.2K ﹤0.01% 2884
2024
Q3 		$464K Sell
15,756
-1,201
-7% -$33.4K ﹤0.01% 2707
2024
Q2 		$430K Sell
16,957
-43,395
-72% -$1.08M ﹤0.01% 2712
2024
Q1 		$1.57M Buy
60,352
+26,687
+79% +$688K ﹤0.01% 1733
2023
Q4 		$897K Buy
33,665
+8,167
+32% +$194K 0.01% 1159
2023
Q3 		$580K Buy
+25,498
New +$631K 0.01% 1349
2023
Q1 		– Sell
-28,509
Closed -$707K – 2191
2022
Q4 		$707K Buy
28,509
+10,800
+61% +$267K 0.01% 1175
2022
Q3 		$424K Buy
17,709
+2,674
+18% +$74.5K 0.01% 1060
2022
Q2 		$408K Buy
15,035
+1,564
+12% +$46.5K 0.01% 1226
2022
Q1 		$436K Buy
13,471
+2,544
+23% +$80.6K 0.01% 1253
2021
Q4 		$379K Buy
10,927
+2,219
+25% +$72.3K 0.01% 1350
2021
Q3 		$265K Buy
+8,708
New +$276K ﹤0.01% 1515

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return