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

Principal Securities’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	–	Sell	-3,046	Closed	-$67.2K	–	2132
2025 Q3	$67.2K	Buy	3,046 +15	+0.5%	+$328	﹤0.01%	1806
2025 Q2	$65.2K	Buy	3,031 +28	+0.9%	+$595	﹤0.01%	1747
2025 Q1	$64.7K	Hold	3,003	–	–	﹤0.01%	1638
2024 Q4	$64.7K	Buy	3,003 +12	+0.4%	+$264	﹤0.01%	1636
2024 Q3	$66.7K	Sell	2,991 -1,223	-29%	-$26.8K	﹤0.01%	1571
2024 Q2	$90.5K	Buy	4,214 +12	+0.3%	+$256	﹤0.01%	1376
2024 Q1	$90.7K	Buy	4,202 +13	+0.3%	+$276	﹤0.01%	1314
2023 Q4	$87.3K	Buy	+4,189	New	+$83.8K	﹤0.01%	1236

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

Principal Securities's FPFD Position: Q4 2025 in Review

Principal Securities sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q4 2025, closing a stake of 3,046 shares — an estimated $67.2K sold.

Principal Securities first reported a position in FPFD in Q4 2023 and held it in 8 quarters. The position peaked at $90.7K in Q1 2024. 20 funds tracked by Wall St. Rank hold FPFD as of Q4 2025.

Principal Securities reported no remaining Fidelity Preferred Securities & Income ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 3,046 Fidelity Preferred Securities & Income ETF shares in Q4 2025, an estimated $67.2K.
Principal Securities first reported a position in Fidelity Preferred Securities & Income ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Fidelity Preferred Securities & Income ETF position peaked at $90.7K in Q1 2024.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.