PFG Advisors
FREL icon

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

PFG 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
2026
Q3 		$242K Buy
8,893
+9
+0.1% +$265 0.01% 685
2026
Q2 		$260K Sell
8,884
-406
-4% -$11.8K 0.01% 702
2026
Q1 		$250K Sell
9,290
-7,644
-45% -$213K 0.01% 708
2025
Q4 		$455K Sell
16,934
-1,531
-8% -$41.8K 0.02% 550
2025
Q3 		$514K Buy
+18,465
New +$508K 0.02% 559
2025
Q2 		– Sell
-15,463
Closed -$425K – 660
2025
Q1 		$425K Buy
15,463
+1,581
+11% +$43.5K 0.02% 514
2024
Q4 		$375K Buy
13,882
+172
+1% +$4.92K 0.02% 529
2024
Q3 		$404K Sell
13,710
-51
-0.4% -$1.42K 0.03% 508
2024
Q2 		$349K Buy
13,761
+4,584
+50% +$114K 0.02% 515
2024
Q1 		$239K Buy
9,177
+775
+9% +$20K 0.02% 581
2023
Q4 		$224K Sell
8,402
-1,191
-12% -$28.4K 0.02% 567
2023
Q3 		$218K Buy
9,593
+384
+4% +$9.5K 0.02% 554
2023
Q2 		$231K Buy
+9,209
New +$226K 0.02% 606

Other funds holding FREL

Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

PFG Advisors's FREL Position: Q3 2026 in Review

PFG Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.1% in Q3 2026, buying an estimated $265 and bringing the position to 8,893 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #685.

PFG Advisors first reported a position in FREL in Q2 2023 and has held it in 13 quarters since. The position peaked at $514K in Q3 2025. 53 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • PFG Advisors held 8,893 shares of Fidelity MSCI Real Estate Index ETF worth $242K as of Q3 2026.
  • PFG Advisors bought 9 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $265.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of PFG Advisors's portfolio in Q3 2026, its #685 holding.
  • PFG Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2023 and has held it in 13 quarters since.
  • PFG Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $514K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.