LPL Financial’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

LPL Financial’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 Q3	$248K	Buy	12,100 +122	+1%	+$2.58K	﹤0.01%	5676
2026 Q2	$257K	Sell	11,978 -3,390	-22%	-$73.4K	﹤0.01%	5577
2026 Q1	$330K	Sell	15,368 -21,528	-58%	-$472K	﹤0.01%	5122
2025 Q4	$804K	Buy	36,896 +23,556	+177%	+$518K	﹤0.01%	4291
2025 Q3	$294K	Buy	+13,340	New	+$292K	﹤0.01%	5061

Other funds holding FPFD

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

LPL Financial's FPFD Position: Q3 2026 in Review

LPL Financial increased its Fidelity Preferred Securities & Income ETF (FPFD) stake by 1% in Q3 2026, buying an estimated $2.58K and bringing the position to 12,100 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #5676.

LPL Financial first reported a position in FPFD in Q3 2025 and has held it in 5 quarters since. The position peaked at $804K in Q4 2025. 11 funds tracked by Wall St. Rank hold FPFD as of Q3 2026.

LPL Financial held 12,100 shares of Fidelity Preferred Securities & Income ETF worth $248K as of Q3 2026.
LPL Financial bought 122 Fidelity Preferred Securities & Income ETF shares in Q3 2026, an estimated $2.58K.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5676 holding.
LPL Financial first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2025 and has held it in 5 quarters since.
LPL Financial's Fidelity Preferred Securities & Income ETF position peaked at $804K in Q4 2025.
11 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.