Fidelity Preferred Securities & Income ETF
FPFD
FPFD
7 hedge funds and large institutions have $4.04M invested in Fidelity Preferred Securities & Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.
Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Jane Street
New York
|
$1.8M |
| 2 |
2
Commonwealth Equity Services
Waltham,
Massachusetts
|
$669K |
| 3 |
3
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7K |
| 4 |
4
Morgan Stanley
New York
|
$462 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.8M | 90,279 | +90,279 | New |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.51M | 75,736 | -11,941 | -14% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $669K | 33,659 | +5,636 | +20% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | 1,719 | – | – |
|
|
CWC
5
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $15.4K | 800 | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $11.7K | 587 | +587 | New |
|
|
LOIP
7
Live Oak Investment Partners
Austin,
Texas
| – | – | – | – |
|
|
8
Morgan Stanley
New York
| $462 | 23 | +23 | New |
|
|
CPSAC
9
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| – | – | -10,000 | Closed |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| – | – | -1,000 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | – | -34 | Closed |
|
12
Fidelity Investments
Boston,
Massachusetts
| – | – | -1 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|