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

UBS 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	–	Sell	-185	Closed	-$4.08K	–	10729
2025 Q3	$4.08K	Buy	+185	New	+$4.04K	﹤0.01%	8973
2025 Q2	–	Sell	-107	Closed	-$2.3K	–	10452
2025 Q1	$2.3K	Buy	+107	New	+$2.31K	﹤0.01%	9363
2023 Q3	–	Sell	-34	Closed	-$680	–	9625
2023 Q2	$680	Buy	+34	New	+$681	﹤0.01%	8135
2023 Q1	–	Sell	-936	Closed	-$18.5K	–	9840
2022 Q4	$18.5K	Sell	936 -2,937	-76%	-$58.3K	﹤0.01%	7731
2022 Q3	$77K	Buy	3,873 +3,095	+398%	+$64.2K	﹤0.01%	5943
2022 Q2	$16K	Buy	778 +164	+27%	+$3.47K	﹤0.01%	7188
2022 Q1	$14K	Buy	+614	New	+$14.5K	﹤0.01%	7935

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

UBS Group's FPFD Position: Q4 2025 in Review

UBS Group sold out of Fidelity Preferred Securities & Income ETF (FPFD) in Q4 2025, closing a stake of 185 shares — an estimated $4.08K sold.

UBS Group first reported a position in FPFD in Q1 2022 and held it in 7 quarters. The position peaked at $77K in Q3 2022. 20 funds tracked by Wall St. Rank hold FPFD as of Q4 2025.

UBS Group reported no remaining Fidelity Preferred Securities & Income ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 185 Fidelity Preferred Securities & Income ETF shares in Q4 2025, an estimated $4.08K.
UBS Group first reported a position in Fidelity Preferred Securities & Income ETF in Q1 2022 and held it in 7 quarters.
UBS Group's Fidelity Preferred Securities & Income ETF position peaked at $77K in Q3 2022.
20 funds tracked by Wall St. Rank held Fidelity Preferred Securities & Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.