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

FinTrust Capital 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
2024 Q3	$67.9K	Buy	+2,303	New	+$64.1K	0.01%	504
2021 Q2	–	Sell	-222	Closed	-$6K	–	1186
2021 Q1	$6K	Hold	222	–	–	﹤0.01%	993
2020 Q4	$6K	Hold	222	–	–	﹤0.01%	926
2020 Q3	$5	Hold	222	–	–	﹤0.01%	958
2020 Q2	$5K	Sell	222 -220	-50%	-$4.96K	﹤0.01%	827
2020 Q1	$9K	Sell	442 -837	-65%	-$22.1K	﹤0.01%	767
2019 Q4	$36K	Sell	1,279 -10,508	-89%	-$291K	0.01%	508
2019 Q3	$329K	Sell	11,787 -2,229	-16%	-$60.5K	0.15%	158
2019 Q2	$367K	Hold	14,016	–	–	0.15%	136
2019 Q1	$364K	Buy	+14,016	New	+$347K	0.15%	129

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 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

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return