FFA
FREL icon

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

Farther Finance 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
2026
Q1 		$1.56M Buy
57,768
+7,261
+14% +$202K 0.01% 759
2025
Q4 		$1.36M Buy
50,507
+5,885
+13% +$161K 0.01% 747
2025
Q3 		$1.24M Buy
44,622
+3,195
+8% +$88K 0.02% 628
2025
Q2 		$1.12M Buy
41,427
+1,177
+3% +$31.5K 0.02% 549
2025
Q1 		$1.11M Buy
40,250
+6,243
+18% +$172K 0.03% 468
2024
Q4 		$919K Buy
34,007
+33,746
+12,930% +$965K 0.03% 391
2024
Q3 		$7.26K Hold
261
– – ﹤0.01% 2498
2024
Q2 		$6.55K Buy
261
+2
+0.8% +$50 ﹤0.01% 2269
2024
Q1 		$6.63K Buy
259
+3
+1% +$77 ﹤0.01% 1936
2023
Q4 		$6.83K Buy
+256
New +$6.1K ﹤0.01% 1810

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 $25.5B 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 $17.6B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return