Fidelity Preferred SecFPFDETF
13F holders, Q2 2024 (June 30)13holders +3
3new positions
0sold out
$21.50avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.1M), Jane Street Group, LLC ($832K) and Prairie Wealth Advisors, Inc. ($262K).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $72K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 15,929 shares bought and 84,109 shares sold, net −68,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +22.4% | 50,122 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +2.8% | 38,764 | $832K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +24.0% | 12,125 | $262K |
| Brookstone Capital Management | 0.00% | Reduce -8.4% | 11,948 | $260K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 4,214 | $90K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.5% | 3,936 | $85K |
| Sound Income Strategies, LLC | 0.00% | New | 2,337 | $50K |
| Ransom Advisory, Ltd | 0.02% | No change | 1,750 | $38K |
| Cwm, LLC | 0.00% | No change | 1,719 | $37K |
| IFP Advisors, Inc | 0.00% | No change | 1,011 | $22K |
| Bank of America Corp. | 0.00% | New | 1,000 | $21K |
| Morgan Stanley | 0.00% | Add +16.7% | 42 | $918 |
| Assetmark, Inc. | 0.00% | New | 10 | $215 |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.