Fidelity Preferred SecFPFDETF
13F holders, Q3 2024 (September 30)14holders +1
4new positions
3sold out
1famous investor
$22.31avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were New Millennium Group LLC ($2.7M), Commonwealth Equity Services, LLC ($1.5M) and Sunbelt Securities, Inc. ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.5M |
| Exits | 3 | $854K |
All 13F filers, Q2 2024 → Q3 2024: 223,140 shares bought and 41,698 shares sold, net +181,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| New Millennium Group LLC | 1.73% | New | 119,950 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.9% | 69,138 | $1.5M |
| Sunbelt Securities, Inc. | 0.11% | New | 50,439 | $1.1M |
| Citadel Advisors | 0.00% | New | 16,987 | $379K |
| Prairie Wealth Advisors, Inc. | 0.15% | Add +10.7% | 13,425 | $301K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,818 | $286K |
| Brookstone Capital Management | 0.00% | Reduce -3.8% | 11,498 | $256K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.1% | 3,695 | $82K |
| IFP Advisors, Inc | 0.00% | Add +260.1% | 3,641 | $81K |
| Principal Securities, Inc. | 0.00% | Reduce -29.0% | 2,991 | $67K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,337 | $52K |
| Ransom Advisory, Ltd | 0.02% | No change | 1,750 | $39K |
| Cwm, LLC | 0.00% | No change | 1,719 | $38K |
| Morgan Stanley | 0.00% | Reduce -23.8% | 32 | $731 |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.