Fidelity Preferred SecFPFDETF
13F holders, Q1 2026 (March 31)18holders −2
4new positions
3sold out
$22.69avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Fidelity Preferred Sec Inc. (FPFD) in their 13F filings, down 2 from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($2.6M), Janney Montgomery Scott LLC ($1.9M) and Sunbelt Securities, Inc. ($912K).
- Company
- Fidelity Preferred Sec Inc.
- CUSIP
- 316092261
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 3 | $289K |
All 13F filers, Q4 2025 → Q1 2026: 114,325 shares bought and 46,694 shares sold, net +67,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +7.9% | 119,682 | $2.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +95.8% | 86,273 | $1.9M |
| Sunbelt Securities, Inc. | 0.06% | Reduce -13.3% | 42,480 | $912K |
| Jane Street Group, LLC | 0.00% | Reduce -10.7% | 34,453 | $740K |
| Apollon Financial, LLC | 0.06% | New | 21,184 | $455K |
| Arkadios Wealth Advisors | 0.01% | Add +14.0% | 17,348 | $372K |
| LPL Financial LLC | 0.00% | Reduce -58.4% | 15,368 | $330K |
| Advisory Services Network, LLC | 0.00% | New | 12,901 | $277K |
| Howard Wealth Management, LLC | 0.11% | Add +20.0% | 12,395 | $266K |
| Fifth Third Bancorp | 0.00% | New | 11,105 | $238K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,918 | $234K |
| Live Oak Investment Partners | 0.14% | Add +0.9% | 10,766 | $231K |
| Osaic Holdings, Inc. | 0.00% | Add +25.8% | 8,692 | $187K |
| IFP Advisors, Inc | 0.00% | Reduce -15.3% | 7,000 | $150K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,163 | $68K |
| Cwm, LLC | 0.00% | Add +75.5% | 2,495 | $54K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $21K |
| Morgan Stanley | 0.00% | Add +20.3% | 675 | $15K |
"% of holder's portfolio" is FPFD's weight in each manager's 13F, not the share of Fidelity Preferred Sec Inc. the manager owns.