CX Institutional’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

CX Institutional’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 Q3	$102K	Buy	3,767 +27	+0.7%	+$794	﹤0.01%	869
2026 Q2	$110K	Sell	3,740 -147	-4%	-$4.26K	﹤0.01%	845
2026 Q1	$105K	Sell	3,887 -4,094	-51%	-$114K	﹤0.01%	846
2025 Q4	$215K	Buy	7,981 +7,191	+910%	+$196K	0.01%	691
2025 Q3	$22K	Buy	790 +384	+95%	+$10.6K	﹤0.01%	1077
2025 Q2	$11K	Sell	406 -34	-8%	-$909	﹤0.01%	1028
2025 Q1	$12K	Buy	+440	New	+$12.1K	﹤0.01%	997
2023 Q3	–	Sell	-9,047	Closed	-$227K	–	506
2023 Q2	$227K	Sell	9,047 -92,770	-91%	-$2.28M	0.01%	480
2023 Q1	$2.52M	Buy	+101,817	New	+$2.63M	0.13%	198

Other funds holding FREL

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

CX Institutional's FREL Position: Q3 2026 in Review

CX Institutional increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.72% in Q3 2026, buying an estimated $794 and bringing the position to 3,767 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

CX Institutional first reported a position in FREL in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.52M in Q1 2023. 50 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

CX Institutional held 3,767 shares of Fidelity MSCI Real Estate Index ETF worth $102K as of Q3 2026.
CX Institutional bought 27 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $794.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #869 holding.
CX Institutional first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and has held it in 9 quarters since.
CX Institutional's Fidelity MSCI Real Estate Index ETF position peaked at $2.52M in Q1 2023.
50 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.