Morgan Stanley’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Morgan Stanley’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	$15.7K	Buy	734 +59	+9%	+$1.28K	﹤0.01%	6897
2026 Q1	$14.5K	Buy	675 +114	+20%	+$2.5K	﹤0.01%	6839
2025 Q4	$12.2K	Buy	561 +30	+6%	+$659	﹤0.01%	6841
2025 Q3	$11.7K	Sell	531 -2	-0.4%	-$44	﹤0.01%	6859
2025 Q2	$11.5K	Buy	533 +508	+2,032%	+$10.8K	﹤0.01%	6819
2025 Q1	$554	Sell	25 -12	-32%	-$260	﹤0.01%	7353
2024 Q4	$816	Buy	37 +5	+16%	+$110	﹤0.01%	7303
2024 Q3	$731	Sell	32 -10	-24%	-$219	﹤0.01%	7266
2024 Q2	$918	Buy	42 +6	+17%	+$128	﹤0.01%	7164
2024 Q1	$780	Sell	36 -21	-37%	-$445	﹤0.01%	7199
2023 Q4	$1.21K	Buy	57 +34	+148%	+$680	﹤0.01%	7116
2023 Q3	$462	Buy	+23	New	+$463	﹤0.01%	7318

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

Morgan Stanley's FPFD Position: Q2 2026 in Review

Morgan Stanley increased its Fidelity Preferred Securities & Income ETF (FPFD) stake by 8.7% in Q2 2026, buying an estimated $1.28K and bringing the position to 734 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6897.

Morgan Stanley first reported a position in FPFD in Q3 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold FPFD as of Q2 2026.

Morgan Stanley held 734 shares of Fidelity Preferred Securities & Income ETF worth $15.7K as of Q2 2026.
Morgan Stanley bought 59 Fidelity Preferred Securities & Income ETF shares in Q2 2026, an estimated $1.28K.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6897 holding.
Morgan Stanley first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2023 and has held it in 12 quarters since.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.