Fidelity Preferred Securities & Income ETF
FPFD
FPFD
11 hedge funds and large institutions have $5.96M invested in Fidelity Preferred Securities & Income ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 0 closing their positions.
Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Jane Street
New York
| $2.46M | 117,942 | +27,663 | +31% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.94M | 92,947 | +17,211 | +23% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $729K | 34,957 | +1,298 | +4% |
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $251K | 11,984 | +11,397 | +1,942% |
|
|
GCIM
5
Gunn & Company Investment Management
Jacksonville,
Florida
| $208K | 10,000 | +10,000 | New |
|
|
CPSAC
6
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $208K | 10,000 | +10,000 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $87.3K | 4,189 | +4,189 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | 1,719 | – | – |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $19.3K | 928 | +928 | New |
|
|
CWC
10
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $16.7K | 800 | – | – |
|
|
LOIP
11
Live Oak Investment Partners
Austin,
Texas
| – | – | – | – |
|
12
Morgan Stanley
New York
| $2.41K | 114 | +91 | +396% |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|