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

Lindbrook Capital’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 Q2	–	Hold	0	–	–	–	2789
2024 Q1	–	Sell	-1	Closed	-$26	–	2689
2023 Q4	$27	Hold	1	–	–	﹤0.01%	2677
2023 Q3	$23	Hold	1	–	–	﹤0.01%	2670
2023 Q2	$25	Hold	1	–	–	﹤0.01%	2687
2023 Q1	$25	Hold	1	–	–	﹤0.01%	2756
2022 Q4	$25	Sell	1 -380	-100%	-$9.4K	﹤0.01%	2804
2022 Q3	$9K	Hold	381	–	–	﹤0.01%	1366
2022 Q2	$10K	Hold	381	–	–	﹤0.01%	1248
2022 Q1	$12K	Hold	381	–	–	﹤0.01%	1210
2021 Q4	$13K	Buy	381 +380	+38,000%	+$12.4K	﹤0.01%	1164
2021 Q3	$0	Buy	+1	New	+$32	﹤0.01%	1905

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

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

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

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

Commonwealth Equity Services

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

Northwestern Mutual Wealth Management

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