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 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 $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

PWA

Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EAN

Excelsior Advisor Network Denver, Colorado $759M AUM

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

LPL Financial's FPFD Position: Q2 2026 in Review

LPL Financial reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 22% in Q2 2026, selling an estimated $73.4K and leaving 11,978 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5577.

LPL Financial first reported a position in FPFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $804K in Q4 2025. 20 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

LPL Financial held 11,978 shares of Fidelity Preferred Securities & Income ETF worth $257K as of Q2 2026.
LPL Financial sold 3,390 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $73.4K.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5577 holding.
LPL Financial first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2025 and has held it in 4 quarters since.
LPL Financial's Fidelity Preferred Securities & Income ETF position peaked at $804K in Q4 2025.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.