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Excelsior Advisor Network’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Excelsior Advisor Network’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
2026
Q2 		$281K Buy
+15,731
New +$341K 0.04% 373

Other funds holding FPFD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Excelsior Advisor Network's FPFD Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Fidelity Preferred Securities & Income ETF (FPFD) in Q2 2026: 15,731 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #373 among its holdings.

20 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

  • Excelsior Advisor Network held 15,731 shares of Fidelity Preferred Securities & Income ETF worth $281K as of Q2 2026.
  • Fidelity Preferred Securities & Income ETF was a new Excelsior Advisor Network position in Q2 2026.
  • Fidelity Preferred Securities & Income ETF made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #373 holding.
  • 20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.