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

Ransom Advisory’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	$38.1K	Buy	+1,750	New	+$38.5K	0.02%	240
2025 Q1	–	Sell	-1,750	Closed	-$37.7K	–	354
2024 Q4	$37.7K	Hold	1,750	–	–	0.02%	242
2024 Q3	$39K	Hold	1,750	–	–	0.02%	244
2024 Q2	$37.6K	Hold	1,750	–	–	0.02%	239
2024 Q1	$37.8K	Buy	+1,750	New	+$37.1K	0.02%	205

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

Ransom Advisory's FPFD Position: Q4 2025 in Review

Ransom Advisory opened a new position in Fidelity Preferred Securities & Income ETF (FPFD) in Q4 2025: 1,750 shares worth $38.1K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in FPFD as recently as Q4 2024.

Ransom Advisory first reported a position in FPFD in Q1 2024 and has held it in 5 quarters since. The position peaked at $39K in Q3 2024. 20 funds tracked by Wall St. Rank hold FPFD as of Q4 2025.

Ransom Advisory held 1,750 shares of Fidelity Preferred Securities & Income ETF worth $38.1K as of Q4 2025.
Fidelity Preferred Securities & Income ETF was a new Ransom Advisory position in Q4 2025.
Fidelity Preferred Securities & Income ETF made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #240 holding.
Ransom Advisory first reported a position in Fidelity Preferred Securities & Income ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's Fidelity Preferred Securities & Income ETF position peaked at $39K in Q3 2024.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.