Next Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Next Financial Group’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
2021 Q4	$10K	Buy	276 +189	+217%	+$6.16K	﹤0.01%	2176
2021 Q3	$3K	Hold	87	–	–	﹤0.01%	2370
2021 Q2	$3K	Sell	87 -4,076	-98%	-$121K	﹤0.01%	2314
2021 Q1	$114K	Sell	4,163 -218	-5%	-$5.73K	0.01%	975
2020 Q4	$111K	Sell	4,381 -1,721	-28%	-$42.5K	0.01%	923
2020 Q3	$143K	Buy	+6,102	New	+$146K	0.02%	733
2020 Q2	–	Sell	-6,753	Closed	-$140K	–	1052
2020 Q1	$140K	Buy	6,753 +1,097	+19%	+$28.9K	0.02%	652
2019 Q4	$158K	Buy	5,656 +5,462	+2,815%	+$151K	0.02%	772
2019 Q3	$5K	Hold	194	–	–	﹤0.01%	1904
2019 Q2	$5K	Buy	+194	New	+$5.07K	﹤0.01%	1882
2019 Q1	–	Sell	-94	Closed	-$2K	–	1792
2018 Q4	$2K	Buy	+94	New	+$2.22K	﹤0.01%	1736

Other funds holding FREL

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

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

PFA

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

RWMH

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's FREL Position: Q4 2021 in Review

Next Financial Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 217% in Q4 2021, buying an estimated $6.16K and bringing the position to 276 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Next Financial Group first reported a position in FREL in Q4 2018 and has held it in 11 quarters since. The position peaked at $158K in Q4 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2021.

Next Financial Group held 276 shares of Fidelity MSCI Real Estate Index ETF worth $10K as of Q4 2021.
Next Financial Group bought 189 Fidelity MSCI Real Estate Index ETF shares in Q4 2021, an estimated $6.16K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2176 holding.
Next Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $158K in Q4 2019.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.