Fidelity Preferred SecFPFDETF
13F holders, Q2 2025 (June 30)15holders +1
4new positions
2sold out
$21.51avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 2 sold out. The largest holders were New Millennium Group LLC ($3.3M), Commonwealth Equity Services, LLC ($2.2M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $890K |
| Exits | 2 | $6K |
All 13F filers, Q1 2025 → Q2 2025: 51,661 shares bought and 4,312 shares sold, net +47,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| New Millennium Group LLC | 1.82% | Add +2.5% | 153,217 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 104,500 | $2.2M |
| Sunbelt Securities, Inc. | 0.10% | Add +1.1% | 50,477 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 40,270 | $866K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.2% | 31,181 | $670K |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 14,898 | $320K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +3.3% | 14,133 | $305K |
| IFP Advisors, Inc | 0.00% | Add +24.1% | 6,187 | $133K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.1% | 6,155 | $132K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 3,031 | $65K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,337 | $50K |
| Cwm, LLC | 0.00% | No change | 1,601 | $34K |
| Ameritas Advisory Services, LLC | 0.00% | New | 750 | $16K |
| Morgan Stanley | 0.00% | Add +2032.0% | 533 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 382 | $8K |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.