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Brinker Capital Investments’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Brinker Capital Investments’s Portfolio FPFD Stock Details FPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,001
Closed -$354K – 1911
2024
Q4 		$354K Buy
+20,001
New +$440K ﹤0.01% 1477

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SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Janney Montgomery Scott
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Brinker Capital Investments's FPFD Position: Q1 2025 in Review

Brinker Capital Investments sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2025, closing a stake of 20,001 shares — an estimated $354K sold.

Brinker Capital Investments first reported a position in FPFD in Q4 2024 and held it in 1 quarter. The position peaked at $354K in Q4 2024. 14 funds tracked by Wall St. Rank hold FPFD as of Q1 2025.

  • Brinker Capital Investments reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 20,001 Fidelity Preferred Securities & Income ETF shares in Q1 2025, an estimated $354K.
  • Brinker Capital Investments first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2024 and held it in 1 quarter.
  • Brinker Capital Investments's Fidelity Preferred Securities & Income ETF position peaked at $354K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.