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Orion Portfolio Solutions’s Fidelity Preferred Securities & Income ETF FPFD Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-20,001
Closed -$354K – 1911
2024
Q4 		$354K Buy
+20,001
New +$440K ﹤0.01% 1477

Other funds holding FPFD

NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Orion Portfolio Solutions's FPFD Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q1 2025, closing a stake of 20,001 shares — an estimated $354K sold.

Orion Portfolio Solutions first reported a position in FPFD in Q4 2024 and held it in 1 quarter. The position peaked at $354K in Q4 2024. 14 funds tracked by Wall St. Rank hold FPFD as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Fidelity Preferred Securities & Income ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 20,001 Fidelity Preferred Securities & Income ETF shares in Q1 2025, an estimated $354K.
  • Orion Portfolio Solutions first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Fidelity Preferred Securities & Income ETF position peaked at $354K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.