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
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: Q2 2026 in Review

Howard Wealth Management increased its Fidelity Preferred Securities & Income ETF (FPFD) stake by 4.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 12,986 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #123.

Howard Wealth Management first reported a position in FPFD in Q4 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

  • Howard Wealth Management held 12,986 shares of Fidelity Preferred Securities & Income ETF worth $278K as of Q2 2026.
  • Howard Wealth Management bought 591 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $12.8K.
  • Fidelity Preferred Securities & Income ETF made up 0.1% of Howard Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Howard Wealth Management first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 3 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.