Kestra Private Wealth Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kestra Private Wealth Services’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
2025 Q1	–	Sell	-13,045	Closed	-$352K	–	1526
2024 Q4	$352K	Buy	+13,045	New	+$373K	0.01%	1078
2022 Q2	–	Sell	-12,348	Closed	-$400K	–	954
2022 Q1	$400K	Buy	12,348 +12	+0.1%	+$380	0.02%	649
2021 Q4	$428K	Buy	12,336 +748	+6%	+$24.4K	0.02%	642
2021 Q3	$352K	Buy	11,588 +1,325	+13%	+$41.9K	0.02%	647
2021 Q2	$312K	Buy	+10,263	New	+$304K	0.02%	662

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

AWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CNC

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

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

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

BDF

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

RWMH

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

PFA

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

Kestra Private Wealth Services's FREL Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 13,045 shares — an estimated $352K sold.

Kestra Private Wealth Services first reported a position in FREL in Q2 2021 and held it in 5 quarters. The position peaked at $428K in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

Kestra Private Wealth Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 13,045 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $352K.
Kestra Private Wealth Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and held it in 5 quarters.
Kestra Private Wealth Services's Fidelity MSCI Real Estate Index ETF position peaked at $428K in Q4 2021.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.