IFP Advisors’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
6,187
+1,201
| +24% | +$25.8K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $107K | Buy |
4,986
+1,340
| +37% | +$28.8K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $78.5K | Buy |
3,646
+5
| +0.1% | +$108 | ﹤0.01% | 1594 |
|
|
2024
Q3 | $81.2K | Buy |
3,641
+2,630
| +260% | +$58.7K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $21.7K | Hold |
1,011
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q1 | $21.8K | Buy |
+1,011
| New | +$21.8K | ﹤0.01% | 1929 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$20K | – | 3388 |
|
|
2023
Q2 | $20K | Sell |
1,000
-12,113
| -92% | -$242K | ﹤0.01% | 1993 |
|
|
2023
Q1 | $328K | Sell |
13,113
-4,140
| -24% | -$104K | 0.01% | 744 |
|
|
2022
Q4 | $431K | Buy |
+17,253
| New | +$431K | 0.01% | 955 |
|