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Brookstone Capital Management’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Brookstone Capital Management’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
-11,371
Closed -$245K – 1030
2024
Q4 		$245K Sell
11,371
-127
-1% -$2.8K ﹤0.01% 886
2024
Q3 		$256K Sell
11,498
-450
-4% -$9.85K ﹤0.01% 886
2024
Q2 		$260K Sell
11,948
-1,096
-8% -$23.4K ﹤0.01% 831
2024
Q1 		$281K Buy
+13,044
New +$277K 0.01% 787

Other funds holding FPFD

NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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

Brookstone Capital Management's FPFD Position: Q1 2025 in Review

Brookstone Capital Management sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2025, closing a stake of 11,371 shares — an estimated $245K sold.

Brookstone Capital Management first reported a position in FPFD in Q1 2024 and held it in 4 quarters. The position peaked at $281K in Q1 2024. 14 funds tracked by Wall St. Rank hold FPFD as of Q1 2025.

  • Brookstone Capital Management reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 11,371 Fidelity Preferred Securities & Income ETF shares in Q1 2025, an estimated $245K.
  • Brookstone Capital Management first reported a position in Fidelity Preferred Securities & Income ETF in Q1 2024 and held it in 4 quarters.
  • Brookstone Capital Management's Fidelity Preferred Securities & Income ETF position peaked at $281K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.