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Fidelity Preferred Securities & Income ETF (FPFD) Institutional Ownership

$21.72 +0.02 (+0.09%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Preferred Securities & Income ETF (BATS:FPFD)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$5.34M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$55.29K
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FPFD Institutional Buying and Selling by Quarter

Fidelity Preferred Securities & Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2026 Fifth Third Bancorp11,105$238K0.0%N/A0.404%
4/23/2026 Apollon Financial LLC21,184$455K0.1%N/A0.770%
4/22/2026 Janney Montgomery Scott LLC86,273$1.85M0.0%+95.8%3.137%
2/20/2026Sunbelt Securities Inc.49,024$1.07M0.1%-2.0%1.783%
2/17/2026Osaic Holdings Inc.6,911$151K0.0%+11.4%0.251%
2/13/2026 Kestra Advisory Services LLC2,969$65K0.0%N/A0.108%
2/13/2026Arkadios Wealth Advisors15,215$332K0.0%N/A0.553%
2/12/2026Jane Street Group LLC38,564$841K0.0%+86.8%1.402%
2/12/2026 Commonwealth Equity Services LLC110,937$2.42M0.0%+2.7%4.034%
2/11/2026 Janney Montgomery Scott LLC44,069$960K0.0%+19.1%1.603%
2/11/2026LPL Financial LLC36,896$804K0.0%+176.6%1.342%
2/6/2026 IFP Advisors Inc8,265$180K0.0%+17.7%0.301%
1/29/2026Comerica Bank6,295$137K0.0%N/A0.229%
1/29/2026Howard Wealth Management LLC10,327$225K0.1%N/A0.376%
1/29/2026 Live Oak Investment Partners10,667$232K0.1%N/A0.388%
1/21/2026 Sound Income Strategies LLC3,163$70K0.0%+35.3%0.115%
1/6/2026Ransom Advisory Ltd1,750$38K0.0%N/A0.064%
12/2/2025 IFP Advisors Inc7,023$155K0.0%+13.5%0.255%
11/19/2025Sunbelt Securities Inc.49,999$1.10M0.1%-0.9%1.818%
11/18/2025Advisory Services Network LLC2,866$63K0.0%N/A0.104%
10/27/2025Financial Synergies Wealth Advisors Inc.9,235$204K0.0%N/A0.336%
9/4/2025Osaic Holdings Inc.6,155$132K0.0%-15.1%0.224%
8/14/2025Jane Street Group LLC40,270$866K0.0%N/A1.464%
8/6/2025New Millennium Group LLC153,217$3.29M1.8%+2.5%5.572%
7/24/2025 IFP Advisors Inc6,187$133K0.0%+24.1%0.225%
7/17/2025 Janney Montgomery Scott LLC31,181$670K0.0%+14.2%1.134%
5/15/2025Royal Bank of Canada15,954$342K0.0%+117.4%0.626%
5/5/2025IFP Advisors Inc4,986$107K0.0%+36.8%0.196%
4/25/2025New Millennium Group LLC149,547$3.21M2.1%+7.4%5.865%
4/24/2025Sunbelt Securities Inc.49,946$1.07M0.1%-1.1%1.959%
4/17/2025Janney Montgomery Scott LLC27,310$586K0.0%+43.7%1.071%
2/17/2025Citadel Advisors LLC14,302$308K0.0%-15.8%0.841%
2/14/2025Jane Street Group LLC95,668$2.06M0.0%N/A5.628%
2/12/2025Orion Portfolio Solutions LLC20,001$431K0.0%N/A1.177%
2/10/2025Commonwealth Equity Services LLC87,542$1.89M0.0%+26.6%5.150%
1/24/2025New Millennium Group LLC139,180$3.00M1.8%+16.0%8.187%
1/17/2025Janney Montgomery Scott LLC19,000$409K0.0%+48.2%1.118%
11/18/2024Sunbelt Securities Inc.50,439$1.13M0.1%N/A2.967%
11/8/2024New Millennium Group LLC119,950$2.68M1.7%N/A7.056%
8/15/2024Prairie Wealth Advisors Inc.12,125$262K0.1%+24.0%0.713%
7/31/2024Commonwealth Equity Services LLC50,122$1.08M0.0%+22.4%2.948%
7/18/2024Brookstone Capital Management11,948$260K0.0%-8.4%0.703%
4/30/2024Commonwealth Equity Services LLC40,962$884K0.0%+17.2%2.560%
4/15/2024Brookstone Capital Management13,044$281K0.0%N/A0.815%
2/7/2024Principal Securities Inc.4,189$87K0.0%N/A0.262%
2/1/2024GUNN & Co INVESTMENT MANAGEMENT INC.10,000$208K0.0%N/A0.625%
10/23/2023Commonwealth Equity Services LLC33,659$669K0.0%+20.1%2.104%
8/4/2023IFP Advisors Inc1,000$25K0.0%-92.4%0.063%
4/18/2023IFP Advisors Inc13,113$328K0.0%-24.0%0.820%
2/7/2023Commonwealth Equity Services LLC15,211$301K0.0%+27.4%0.000%
2/7/2023IFP Advisors Inc17,253$431K0.0%N/A0.000%
2/1/2023CWM LLC1,623$32K0.0%N/A0.000%
1/12/2023Smith Chas P & Associates PA Cpas10,000$198K0.0%N/A0.000%


FPFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPFD shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Fidelity Preferred Securities & Income ETF. The most heavily invested institutionals were New Millennium Group LLC ($3.29M), Commonwealth Equity Services LLC ($2.42M), Janney Montgomery Scott LLC ($1.85M), Sunbelt Securities Inc. ($1.07M), Jane Street Group LLC ($841K), LPL Financial LLC ($804K), and Apollon Financial LLC ($455K).Learn more on Fidelity Preferred Securities & Income ETF's institutional investors.

Which institutional investors have been buying Fidelity Preferred Securities & Income ETF's stock?

Of the 22 institutional investors that purchased Fidelity Preferred Securities & Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($153.86K), New Millennium Group LLC ($153.22K), Janney Montgomery Scott LLC ($67.64K), Sunbelt Securities Inc. ($50.44K), Commonwealth Equity Services LLC ($30.51K), LPL Financial LLC ($23.56K), and Apollon Financial LLC ($21.18K).

How much institutional buying is happening at Fidelity Preferred Securities & Income ETF?

Institutional investors have bought a total of 246,554 shares in the last 24 months. This purchase volume represents approximately $5.34M in transactions.

Which of Fidelity Preferred Securities & Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Fidelity Preferred Securities & Income ETF stock in the last 24 months: Sunbelt Securities Inc. ($1.45K), and Osaic Holdings Inc. ($1.09K).

How much institutional selling is happening at Fidelity Preferred Securities & Income ETF?

Institutional investors have sold a total of 2,545 shares in the last 24 months. This volume of shares sold represents approximately $55.29K in transactions.



This page (BATS:FPFD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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