Fidelity Preferred SecFPFDETF
13F holders, Q2 2026 (June 30)20holders +2
6new positions
2sold out
$22.66avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.6M), Janney Montgomery Scott LLC ($2.0M) and Apollon Financial, LLC ($661K).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $692K |
| Exits | 2 | $302K |
All 13F filers, Q1 2026 → Q2 2026: 54,044 shares bought and 33,201 shares sold, net +20,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 120,565 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 92,214 | $2.0M |
| Apollon Financial, LLC | 0.08% | Add +45.7% | 30,860 | $661K |
| Jane Street Group, LLC | 0.00% | Reduce -42.7% | 19,728 | $423K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.6% | 17,251 | $370K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 16,962 | $364K |
| Xcelsior Advisor Partners LLC | 0.04% | New | 15,731 | $281K |
| Howard Wealth Management, LLC | 0.10% | Add +4.8% | 12,986 | $278K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.4% | 12,855 | $276K |
| LPL Financial LLC | 0.00% | Reduce -22.1% | 11,978 | $257K |
| Fifth Third Bancorp | 0.00% | Add +2.3% | 11,355 | $243K |
| Osaic Holdings, Inc. | 0.00% | Add +20.1% | 10,439 | $224K |
| Live Oak Investment Partners | 0.12% | Reduce -5.8% | 10,144 | $217K |
| IFP Advisors, Inc | 0.00% | Reduce -3.4% | 6,760 | $145K |
| SHP Wealth Management | 0.00% | New | 1,400 | $30K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $21K |
| Morgan Stanley | 0.00% | Add +8.7% | 734 | $16K |
| Royal Bank of Canada | 0.00% | New | 531 | $11K |
| FMR LLC | 0.00% | New | 272 | $6K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $18 |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.