IFP Advisors’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

IFP 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 Q2	$145K	Sell	6,760 -240	-3%	-$5.2K	﹤0.01%	1734
2026 Q1	$150K	Sell	7,000 -1,265	-15%	-$27.7K	﹤0.01%	1558
2025 Q4	$180K	Buy	8,265 +1,244	+18%	+$27.3K	﹤0.01%	1430
2025 Q3	$155K	Buy	7,021 +834	+13%	+$18.2K	﹤0.01%	1418
2025 Q2	$133K	Buy	6,187 +1,201	+24%	+$25.5K	﹤0.01%	1483
2025 Q1	$107K	Buy	4,986 +1,340	+37%	+$29K	﹤0.01%	1490
2024 Q4	$78.5K	Buy	3,646 +5	+0.1%	+$110	﹤0.01%	1594
2024 Q3	$81.2K	Buy	3,641 +2,630	+260%	+$57.6K	﹤0.01%	1497
2024 Q2	$21.7K	Hold	1,011	–	–	﹤0.01%	2044
2024 Q1	$21.8K	Buy	+1,011	New	+$21.4K	﹤0.01%	1929
2023 Q3	–	Sell	-1,000	Closed	-$20K	–	3388
2023 Q2	$20K	Sell	1,000 -12,113	-92%	-$243K	﹤0.01%	1993
2023 Q1	$328K	Sell	13,113 -4,140	-24%	-$85.9K	0.01%	744
2022 Q4	$431K	Buy	+17,253	New	+$343K	0.01%	955

Other funds holding FPFD

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

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

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

IFP Advisors's FPFD Position: Q2 2026 in Review

IFP Advisors reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 3.4% in Q2 2026, selling an estimated $5.2K and leaving 6,760 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

IFP Advisors first reported a position in FPFD in Q4 2022 and has held it in 13 quarters since. The position peaked at $431K in Q4 2022. 5 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

IFP Advisors held 6,760 shares of Fidelity Preferred Securities & Income ETF worth $145K as of Q2 2026.
IFP Advisors sold 240 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $5.2K.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1734 holding.
IFP Advisors first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2022 and has held it in 13 quarters since.
IFP Advisors's Fidelity Preferred Securities & Income ETF position peaked at $431K in Q4 2022.
5 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.