Fidelity Preferred SecFPFDETF
13F holders, Q3 2025 (September 30)20holders +5
5new positions
1sold out
$22.07avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, up 5 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.4M), Sunbelt Securities, Inc. ($1.1M) and Janney Montgomery Scott LLC ($816K).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $588K |
| Exits | 1 | $8K |
All 13F filers, Q2 2025 → Q3 2025: 49,095 shares bought and 172,887 shares sold, net −123,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 107,990 | $2.4M |
| Sunbelt Securities, Inc. | 0.08% | Reduce -0.9% | 49,999 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +18.6% | 36,993 | $816K |
| Royal Bank of Canada | 0.00% | Add +80.7% | 26,914 | $594K |
| Jane Street Group, LLC | 0.00% | Reduce -48.7% | 20,645 | $456K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +1.8% | 14,383 | $319K |
| LPL Financial LLC | 0.00% | New | 13,340 | $294K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 9,235 | $204K |
| IFP Advisors, Inc | 0.00% | Add +13.5% | 7,021 | $155K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 6,206 | $137K |
| Principal Securities, Inc. | 0.00% | Add +0.5% | 3,046 | $67K |
| Advisory Services Network, LLC | 0.00% | New | 2,866 | $63K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,337 | $52K |
| Cwm, LLC | 0.00% | Reduce -6.7% | 1,494 | $33K |
| Community Bank, N.A. | 0.00% | New | 1,000 | $22K |
| New Millennium Group LLC | 0.01% | Reduce -99.4% | 924 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 750 | $17K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 531 | $12K |
| UBS Group AG | 0.00% | New | 185 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $12 |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.