Fidelity Preferred SecFPFDETF
13F holders, Q4 2025 (December 31)20holders
7new positions
5sold out
$22.88avg. 13F price*
At the end of Q4 2025, 20 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, unchanged from Q3 2025. 7 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.4M), Sunbelt Securities, Inc. ($1.1M) and Janney Montgomery Scott LLC ($960K).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.0M |
| Exits | 5 | $745K |
All 13F filers, Q3 2025 → Q4 2025: 102,568 shares bought and 49,758 shares sold, net +52,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 110,937 | $2.4M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -1.9% | 49,024 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +19.1% | 44,069 | $960K |
| Jane Street Group, LLC | 0.00% | Add +86.8% | 38,564 | $841K |
| LPL Financial LLC | 0.00% | Add +176.6% | 36,896 | $804K |
| Arkadios Wealth Advisors | 0.01% | New | 15,215 | $332K |
| Live Oak Investment Partners | 0.14% | New | 10,667 | $232K |
| Howard Wealth Management, LLC | 0.10% | New | 10,327 | $225K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Add +1.5% | 9,377 | $204K |
| IFP Advisors, Inc | 0.00% | Add +17.7% | 8,265 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +11.4% | 6,911 | $151K |
| Comerica Bank | 0.00% | New | 6,295 | $137K |
| Sound Income Strategies, LLC | 0.00% | Add +35.3% | 3,163 | $70K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,969 | $65K |
| Ransom Advisory, Ltd | 0.01% | New | 1,750 | $38K |
| Cwm, LLC | 0.00% | Reduce -4.8% | 1,422 | $31K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $22K |
| AlphaCore Capital LLC | 0.00% | New | 900 | $20K |
| Morgan Stanley | 0.00% | Add +5.7% | 561 | $12K |
| New Millennium Group LLC | 0.00% | Reduce -61.3% | 358 | $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.