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Fidelity Preferred Securities & Income ETF

20 hedge funds and large institutions have $8.21M invested in Fidelity Preferred Securities & Income ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

22% more capital invested

Capital invested by funds: $6.75M → $8.21M (+$1.46M)

0.38% more ownership

Funds ownership: 9.87%10.25% (+0.38%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.42M +$64.8K +2,947 +3%
SS
2
Sunbelt Securities
Texas
$1.07M -$21.4K -975 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$960K +$156K +7,076 +19%
Jane Street
4
Jane Street
New York
$841K +$394K +17,919 +87%
LPL Financial
5
LPL Financial
California
$804K +$518K +23,556 +177%
PWA
6
Prairie Wealth Advisors
Nebraska
$389K -$316K -14,383 Closed
AWA
7
Arkadios Wealth Advisors
Georgia
$332K +$334K +15,215 New
LOIP
8
Live Oak Investment Partners
Texas
$232K +$234K +10,667 New
HWM
9
Howard Wealth Management
Connecticut
$225K +$227K +10,327 New
FSWA
10
Financial Synergies Wealth Advisors
Texas
$204K +$3.12K +142 +2%
IA
11
IFP Advisors
Florida
$180K +$27.3K +1,244 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$151K +$15.5K +705 +11%
Comerica Bank
13
Comerica Bank
Texas
$137K +$138K +6,295 New
SIS
14
Sound Income Strategies
Florida
$69.7K +$18.2K +826 +35%
KAS
15
Kestra Advisory Services
Texas
$64.7K +$65.3K +2,969 New
RA
16
Ransom Advisory
Rhode Island
$38.1K +$38.5K +1,750 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$31K -$1.58K -72 -5%
CB
18
Community Bank
New York
$21.8K
AC
19
AlphaCore Capital
California
$19.7K +$19.8K +900 New
Morgan Stanley
20
Morgan Stanley
New York
$12.2K +$659 +30 +6%
NMG
21
New Millennium Group
Utah
$7.81K -$12.4K -566 -61%
Wells Fargo
22
Wells Fargo
California
$5 -$22 -1 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$594K -26,914 Closed
PS
24
Principal Securities
Iowa
-$67.2K -3,046 Closed
ASN
25
Advisory Services Network
Georgia
-$63.2K -2,866 Closed

FPFD Hedge Fund Activity: Q4 2025 in Review

20 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q4 2025, worth a combined $8.21M — up 22% from $6.75M a quarter earlier.

Fund positioning in FPFD was balanced in Q4 2025: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $518K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $594K sold.

  • 20 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $8.21M of Fidelity Preferred Securities & Income ETF stock for Q4 2025, up 22% quarter-over-quarter.
  • 7 funds opened new Fidelity Preferred Securities & Income ETF positions in Q4 2025 and 7 closed out, a net change of 0 holders.
  • The largest Fidelity Preferred Securities & Income ETF buyer in Q4 2025 was LPL Financial, an estimated $518K added.
  • The largest Fidelity Preferred Securities & Income ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $594K sold.

Based on aggregated 13F filings for Q4 2025.