Who Owns FIDELITY PREFERRED SECURITIES AND INCOME ETF (FPFD)?Hedge Fund & Institutional Holders

$21.76+0.01 (+0.03%)Financial ServicesBATS

Institutional Holders

26

as of Q4 2025

Total Institutional Value

$2.000000106800039e+63T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$20.78$21.20$21.62$22.04$22.46Sep 24Jun 25Mar 26

FPFD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+111K+$2.0B
Live Oak Investment PartnersNew Position+11K+$232.0M
HOWARD WEALTH MANAGEMENT, LLCNew Position+10K+$225.0M
Financial Synergies Wealth Advisors, Inc.New Position+9K+$204.0M
COMERICA BANKNew Position+6K+$137.0M
Sound Income Strategies, LLCIncreased+826+$17.4M
Ransom Advisory, LtdNew Position+2K+$38K
CWM, LLCNew Position+1K+$31K
Janney Montgomery Scott LLCNew Position+44K+$0
AlphaCore Capital LLCNew Position+900+$0
Arkadios Wealth AdvisorsNew Position+15K+$0
Kestra Advisory Services, LLCNew Position+3K+$0
MORGAN STANLEYIncreased+30+$-11K
OSAIC HOLDINGS, INC.Increased+705+$-137.0M
IFP Advisors, IncIncreased+1K+$-155.0M

FPFD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADAClosed Position-27K-$594.0M
Advisory Services Network, LLCClosed Position-3K-$63.2M
Sunbelt Securities, Inc.Decreased-975-$35.2M
New Millennium Group LLCDecreased-566-$13.4M
UBS Group AGClosed Position-185-$4.1M
PRINCIPAL SECURITIES, INC.Closed Position-3K-$67K
WELLS FARGO & COMPANY/MNDecreased-1-$12K
Prairie Wealth Advisors, Inc.Decreased-14K-$-70.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC110,937$2.0B2.67%Share
2Sunbelt Securities, Inc.49,024$1.1B0.07%Share
3Prairie Wealth Advisors, Inc.0$388.8M0.17%Share
4Live Oak Investment Partners10,667$232.0M0.14%Share
5HOWARD WEALTH MANAGEMENT, LLC10,327$225.0M0.10%Share
6Financial Synergies Wealth Advisors, Inc.9,377$204.0M0.02%Share
7COMERICA BANK6,295$137.0M0.55%Share
8Sound Income Strategies, LLC3,163$69.0M0.00%Share
9New Millennium Group LLC358$7.0M0.00%Share
10Ransom Advisory, Ltd1,750$38K0.01%Share
11CWM, LLC1,422$31K0.00%Share
12Community Bank, N.A.1,000$21K0.00%Share
13MORGAN STANLEY500$00.00%Share
14MORGAN STANLEY47$00.00%Share
15MORGAN STANLEY14$00.00%Share
16AlphaCore Capital LLC900$00.00%Share
17LPL Financial LLC36,896$00.00%Share
18OSAIC HOLDINGS, INC.1,070$00.00%Share
19OSAIC HOLDINGS, INC.5,841$00.00%Share
20WELLS FARGO & COMPANY/MN0$00.00%Share
21IFP Advisors, Inc8,265$00.00%Share
22Janney Montgomery Scott LLC44,069$00.00%Share
23Kestra Advisory Services, LLC2,969$00.00%Share
24Arkadios Wealth Advisors13,426$00.00%Share
25Arkadios Wealth Advisors1,789$00.00%Share
26JANE STREET GROUP, LLC38,564$00.00%Share

FPFD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$4.3B+7
Q3 202515$3.2B+0
Q2 202515$8.3B+0
Q1 202515$7.9B+0
Q4 202415$70.8B+6
Q3 20249$68.4B-2
Q2 202411$922.9B+4
Q1 20247$907.2B—

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As of Q4 2025, 26 institutional investors hold FPFD (FIDELITY PREFERRED SECURITIES AND INCOME ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $2.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own FPFD?

As of Q4 2025, 26 institutional investors report holding FPFD (FIDELITY PREFERRED SECURITIES AND INCOME ETF) in their 13F filings.

Who is the largest institutional holder of FPFD?

The largest institutional holder of FPFD is COMMONWEALTH EQUITY SERVICES, LLC with $2.0B in shares.

Is institutional ownership of FPFD increasing or decreasing?

This quarter, 11 institutions opened new positions in FPFD and 4 closed their positions.