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	–	1184
2021 Q1	$6K	Hold	222	–	–	﹤0.01%	993
2020 Q4	$6K	Hold	222	–	–	﹤0.01%	926
2020 Q3	$5K	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	0.11%	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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FinTrust Capital Advisors's FREL Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2024: 2,303 shares worth $67.9K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in FREL as recently as Q1 2021.

FinTrust Capital Advisors first reported a position in FREL in Q1 2019 and has held it in 10 quarters since. The position peaked at $367K in Q2 2019. 203 funds tracked by Wall St. Rank hold FREL as of Q3 2024.

FinTrust Capital Advisors held 2,303 shares of Fidelity MSCI Real Estate Index ETF worth $67.9K as of Q3 2024.
Fidelity MSCI Real Estate Index ETF was a new FinTrust Capital Advisors position in Q3 2024.
Fidelity MSCI Real Estate Index ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #504 holding.
FinTrust Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and has held it in 10 quarters since.
FinTrust Capital Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $367K in Q2 2019.
203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.