New Millennium Group’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

New Millennium Group’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
2025 Q4	$7.81K	Sell	358 -566	-61%	-$12.4K	﹤0.01%	222
2025 Q3	$20.4K	Sell	924 -152,293	-99%	-$3.33M	0.01%	177
2025 Q2	$3.29M	Buy	153,217 +3,670	+2%	+$77.9K	1.82%	18
2025 Q1	$3.21M	Buy	149,547 +10,367	+7%	+$224K	2.11%	13
2024 Q4	$3M	Buy	139,180 +19,230	+16%	+$423K	1.75%	17
2024 Q3	$2.68M	Buy	+119,950	New	+$2.63M	1.73%	17

Other funds holding FPFD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LOIP

Live Oak Investment Partners Austin, Texas $169M AUM 17.72% 1-Year Est. Return

HWM

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

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

New Millennium Group's FPFD Position: Q4 2025 in Review

New Millennium Group reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 61% in Q4 2025, selling an estimated $12.4K and leaving 358 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

New Millennium Group first reported a position in FPFD in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.29M in Q2 2025. 20 funds tracked by Wall St. Rank hold FPFD as of Q4 2025.

New Millennium Group held 358 shares of Fidelity Preferred Securities & Income ETF worth $7.81K as of Q4 2025.
New Millennium Group sold 566 Fidelity Preferred Securities & Income ETF shares in Q4 2025, an estimated $12.4K.
Fidelity Preferred Securities & Income ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #222 holding.
New Millennium Group first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2024 and has held it in 6 quarters since.
New Millennium Group's Fidelity Preferred Securities & Income ETF position peaked at $3.29M in Q2 2025.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.