LPL Financial
FPFD icon

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial's FPFD Position: Q1 2026 in Review

LPL Financial reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 58% in Q1 2026, selling an estimated $472K and leaving 15,368 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #5122.

LPL Financial first reported a position in FPFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $804K in Q4 2025. 18 funds tracked by Wall St. Rank hold FPFD as of Q1 2026.

  • LPL Financial held 15,368 shares of Fidelity Preferred Securities & Income ETF worth $330K as of Q1 2026.
  • LPL Financial sold 21,528 Fidelity Preferred Securities & Income ETF shares in Q1 2026, an estimated $472K.
  • Fidelity Preferred Securities & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5122 holding.
  • LPL Financial first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Fidelity Preferred Securities & Income ETF position peaked at $804K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.