Fidelity Preferred SecFPFDETF

13F holders, Q4 2024 (December 31)
18holders +4
4new positions
0sold out
1famous investor
$21.23avg. 13F price*

At the end of Q4 2024, 18 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were New Millennium Group LLC ($3.0M), Jane Street Group, LLC ($2.1M) and Commonwealth Equity Services, LLC ($1.9M). 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

05101520 Q1 2024: 10Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 18Q4 2024Q1 2025: 14Q1 2025Q2 2025: 15Q2 2025Q3 2025: 20Q3 2025Q4 2025: 20Q4 2025Q1 2026: 18Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$2.9M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 187,738 shares bought and 2,856 shares sold, net +184,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

New Millennium Group LLC 1.75% Add +16.0% 139,180 $3.0M
Jane Street Group, LLC 0.00% New 95,668 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +26.6% 87,542 $1.9M
Sunbelt Securities, Inc. 0.10% Add +0.1% 50,477 $1.1M
Janney Montgomery Scott LLC 0.00% Add +48.2% 19,000 $409K
Orion Porfolio Solutions, LLC 0.00% New 20,001 $354K
Orion Portfolio Solutions, LLC 0.00% New 20,001 $354K
Citadel Advisors 0.00% Reduce -15.8% 14,302 $308K
Prairie Wealth Advisors, Inc. 0.14% Add +3.2% 13,850 $300K
Brookstone Capital Management 0.00% Reduce -1.1% 11,371 $245K
Royal Bank of Canada 0.00% New 7,338 $158K
Osaic Holdings, Inc. 0.00% Add +11.6% 4,124 $89K
IFP Advisors, Inc 0.00% Add +0.1% 3,646 $79K
Principal Securities, Inc. 0.00% Add +0.4% 3,003 $65K
Sound Income Strategies, LLC 0.00% No change 2,337 $50K
Ransom Advisory, Ltd 0.02% No change 1,750 $38K
Cwm, LLC 0.00% Reduce -2.6% 1,675 $36K
Morgan Stanley 0.00% Add +15.6% 37 $816

"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.