Fidelity Preferred Securities & Income ETF
FPFD
FPFD
8 hedge funds and large institutions have $2.58M invested in Fidelity Preferred Securities & Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$1.75M |
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
|
$20K |
| 3 |
AAS
3
Ameritas Advisory Services
Lincoln,
Nebraska
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $1.75M | 87,677 | -13,114 | -13% |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $560K | 28,023 | +7,911 | +39% |
|
|
CPSAC
3
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $200K | 10,000 | – | – |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | 1,719 | +50 | +3% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $20K | 1,000 | -12,113 | -92% |
|
|
CWC
6
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $16K | 800 | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $680 | 34 | +34 | New |
|
8
Fidelity Investments
Boston,
Massachusetts
| $20 | 1 | +1 | New |
|
|
AAS
9
Ameritas Advisory Services
Lincoln,
Nebraska
| – | – | -750 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|