Financial Synergies Wealth Advisors’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Financial Synergies Wealth Advisors’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 Q1	–	Sell	-9,377	Closed	-$204K	–	112
2025 Q4	$204K	Buy	9,377 +142	+2%	+$3.12K	0.02%	106
2025 Q3	$204K	Buy	+9,235	New	+$202K	0.02%	91

Other funds holding FPFD

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

PWA

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

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Financial Synergies Wealth Advisors's FPFD Position: Q1 2026 in Review

Financial Synergies Wealth Advisors sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2026, closing a stake of 9,377 shares — an estimated $204K sold.

Financial Synergies Wealth Advisors first reported a position in FPFD in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 18 funds tracked by Wall St. Rank hold FPFD as of Q1 2026.

Financial Synergies Wealth Advisors reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 9,377 Fidelity Preferred Securities & Income ETF shares in Q1 2026, an estimated $204K.
Financial Synergies Wealth Advisors first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2025 and held it in 2 quarters.
Financial Synergies Wealth Advisors's Fidelity Preferred Securities & Income ETF position peaked at $204K in Q4 2025.
18 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.