Fidelity Preferred SecFPFDETF
13F holders, Q1 2025 (March 31)14holders −4
2new positions
6sold out
$21.46avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, down 4 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were New Millennium Group LLC ($3.2M), Commonwealth Equity Services, LLC ($2.3M) and Sunbelt Securities, Inc. ($1.1M).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6K |
| Exits | 6 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 50,878 shares bought and 163,877 shares sold, net −112,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| New Millennium Group LLC | 2.11% | Add +7.5% | 149,547 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.6% | 106,407 | $2.3M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -1.1% | 49,946 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +43.7% | 27,310 | $586K |
| Royal Bank of Canada | 0.00% | Add +117.4% | 15,954 | $342K |
| Prairie Wealth Advisors, Inc. | 0.14% | Reduce -1.2% | 13,683 | $295K |
| Osaic Holdings, Inc. | 0.00% | Add +75.7% | 7,247 | $156K |
| IFP Advisors, Inc | 0.00% | Add +36.8% | 4,986 | $107K |
| Principal Securities, Inc. | 0.00% | No change | 3,003 | $65K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,337 | $50K |
| Cwm, LLC | 0.00% | Reduce -4.4% | 1,601 | $34K |
| Kestra Advisory Services, LLC | 0.00% | New | 150 | $3K |
| UBS Group AG | 0.00% | New | 107 | $2K |
| Morgan Stanley | 0.00% | Reduce -32.4% | 25 | $554 |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.