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

FDx 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
2018 Q3	–	Sell	-20,565	Closed	-$505K	–	899
2018 Q2	$505K	Buy	+20,565	New	+$481K	0.02%	539
2018 Q1	–	Sell	-12,665	Closed	-$313K	–	1194
2017 Q4	$313K	Sell	12,665 -3,139	-20%	-$77.5K	0.01%	1016
2017 Q3	$383K	Buy	15,804 +86	+0.5%	+$2.1K	0.01%	934
2017 Q2	$381K	Buy	15,718 +952	+6%	+$23K	0.01%	881
2017 Q1	$353K	Buy	+14,766	New	+$350K	0.01%	916

Other funds holding FREL

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return