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FREL icon

DFPG Investments’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

DFPG Investments’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
2023
Q4 		$2.96M Buy
112,993
+6,082
+6% +$145K 0.23% 111
2023
Q3 		$2.41M Buy
106,911
+68,234
+176% +$1.69M 0.22% 112
2023
Q2 		$999K Buy
+38,677
New +$949K 0.09% 221

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

DFPG Investments's FREL Position: Q4 2023 in Review

DFPG Investments increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.7% in Q4 2023, buying an estimated $145K and bringing the position to 112,993 shares worth $2.96M. The position accounts for 0.23% of the portfolio, ranked #111.

DFPG Investments first reported a position in FREL in Q2 2023 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold FREL as of Q4 2023.

  • DFPG Investments held 112,993 shares of Fidelity MSCI Real Estate Index ETF worth $2.96M as of Q4 2023.
  • DFPG Investments bought 6,082 Fidelity MSCI Real Estate Index ETF shares in Q4 2023, an estimated $145K.
  • Fidelity MSCI Real Estate Index ETF made up 0.23% of DFPG Investments's portfolio in Q4 2023, its #111 holding.
  • DFPG Investments first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.