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Prime Capital Investment Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Prime Capital Investment 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
2025
Q1 		– Sell
-7,508
Closed -$203K – 1082
2024
Q4 		$203K Sell
7,508
-493
-6% -$14.1K ﹤0.01% 864
2024
Q3 		$236K Sell
8,001
-2,955
-27% -$82.2K ﹤0.01% 806
2024
Q2 		$278K Sell
10,956
-3,940
-26% -$98K ﹤0.01% 748
2024
Q1 		$389K Buy
+14,896
New +$384K 0.01% 696
2020
Q2 		– Sell
-1,700
Closed -$35K – 478
2020
Q1 		$35K Buy
+1,700
New +$44.8K ﹤0.01% 307

Other funds holding FREL

PNC Financial Services Group
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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return