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

Sunbelt 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
2026 Q1	$912K	Sell	42,480 -6,544	-13%	-$143K	0.06%	277
2025 Q4	$1.07M	Sell	49,024 -975	-2%	-$21.4K	0.07%	230
2025 Q3	$1.1M	Sell	49,999 -478	-0.9%	-$10.5K	0.08%	218
2025 Q2	$1.09M	Buy	50,477 +531	+1%	+$11.3K	0.1%	193
2025 Q1	$1.07M	Sell	49,946 -531	-1%	-$11.5K	0.1%	185
2024 Q4	$1.09M	Buy	50,477 +38	+0.1%	+$837	0.1%	193
2024 Q3	$1.13M	Buy	+50,439	New	+$1.1M	0.11%	187

Other funds holding FPFD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

PWA

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

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

AWA

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

HWM

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Sunbelt Securities's FPFD Position: Q1 2026 in Review

Sunbelt Securities reduced its Fidelity Preferred Securities & Income ETF (FPFD) stake by 13% in Q1 2026, selling an estimated $143K and leaving 42,480 shares worth $912K. The position accounts for 0.06% of the portfolio, ranked #277.

Sunbelt Securities first reported a position in FPFD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2024. 18 funds tracked by Wall St. Rank hold FPFD as of Q1 2026.

Sunbelt Securities held 42,480 shares of Fidelity Preferred Securities & Income ETF worth $912K as of Q1 2026.
Sunbelt Securities sold 6,544 Fidelity Preferred Securities & Income ETF shares in Q1 2026, an estimated $143K.
Fidelity Preferred Securities & Income ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #277 holding.
Sunbelt Securities first reported a position in Fidelity Preferred Securities & Income ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's Fidelity Preferred Securities & Income ETF position peaked at $1.13M in Q3 2024.
18 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.