Prospera Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Prospera Financial 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
2022 Q2	–	Sell	-98	Closed	-$3K	–	1968
2022 Q1	$3K	Buy	+98	New	+$3.1K	﹤0.01%	2378
2020 Q1	–	Sell	-37,314	Closed	-$1.04M	–	558
2019 Q4	$1.04M	Sell	37,314 -965	-3%	-$26.7K	0.08%	251
2019 Q3	$1.07M	Buy	38,279 +6,492	+20%	+$176K	0.11%	176
2019 Q2	$833K	Buy	31,787 +2,332	+8%	+$61K	0.09%	189
2019 Q1	$767K	Buy	+29,455	New	+$728K	0.25%	114
2018 Q3	–	Sell	-12,911	Closed	-$321K	–	424
2018 Q2	$321K	Sell	12,911 -2,748	-18%	-$64.3K	0.04%	328
2018 Q1	$360K	Buy	15,659 +1,966	+14%	+$45.4K	0.05%	297
2017 Q4	$331K	Buy	13,693 +56	+0.4%	+$1.38K	0.05%	288
2017 Q3	$332K	Buy	13,637 +1,143	+9%	+$27.9K	0.05%	303
2017 Q2	$297K	Buy	+12,494	New	+$302K	0.05%	312

Other funds holding FREL

PNC Financial Services Group

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return