Carolinas Wealth Consulting’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Carolinas Wealth Consulting’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
2024 Q1	–	Sell	-800	Closed	-$16.7K	–	1087
2023 Q4	$16.7K	Hold	800	–	–	﹤0.01%	476
2023 Q3	$15.4K	Hold	800	–	–	﹤0.01%	464
2023 Q2	$16K	Hold	800	–	–	﹤0.01%	514
2023 Q1	$16.1K	Hold	800	–	–	﹤0.01%	530
2022 Q4	$15.8K	Hold	800	–	–	﹤0.01%	539
2022 Q3	$16K	Hold	800	–	–	﹤0.01%	479
2022 Q2	$16K	Hold	800	–	–	﹤0.01%	491
2022 Q1	$18K	Hold	800	–	–	﹤0.01%	506
2021 Q4	$20K	Buy	+800	New	+$20.1K	﹤0.01%	490

Other funds holding FPFD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Ransom Advisory Providence, Rhode Island $254M AUM 24.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's FPFD Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2024, closing a stake of 800 shares — an estimated $16.7K sold.

Carolinas Wealth Consulting first reported a position in FPFD in Q4 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 10 funds tracked by Wall St. Rank hold FPFD as of Q1 2024.

Carolinas Wealth Consulting reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 800 Fidelity Preferred Securities & Income ETF shares in Q1 2024, an estimated $16.7K.
Carolinas Wealth Consulting first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2021 and held it in 9 quarters.
Carolinas Wealth Consulting's Fidelity Preferred Securities & Income ETF position peaked at $20K in Q4 2021.
10 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.