Howard Wealth Management’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$245K Sell
11,944
-1,042
-8% -$22.1K 0.09% 136
2026
Q2
$278K Buy
12,986
+591
+5% +$12.8K 0.1% 123
2026
Q1
$266K Buy
12,395
+2,068
+20% +$45.3K 0.11% 126
2025
Q4
$225K Buy
+10,327
New +$227K 0.1% 126

Other funds holding FPFD

Howard Wealth Management's FPFD Position: Q3 2026 in Review

Howard Wealth Management reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 8% in Q3 2026, selling an estimated $22.1K and leaving 11,944 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #136.

Howard Wealth Management first reported a position in FPFD in Q4 2025 and has held it in 4 quarters since. The position peaked at $278K in Q2 2026. 6 funds tracked by Wall St. Rank hold FPFD as of Q3 2026.

  • Howard Wealth Management held 11,944 shares of Fidelity Preferred Securities & Income ETF worth $245K as of Q3 2026.
  • Howard Wealth Management sold 1,042 Fidelity Preferred Securities & Income ETF shares in Q3 2026, an estimated $22.1K.
  • Fidelity Preferred Securities & Income ETF made up 0.09% of Howard Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Howard Wealth Management first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Howard Wealth Management's Fidelity Preferred Securities & Income ETF position peaked at $278K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.