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Fidelity Preferred Securities & Income ETF

18 hedge funds and large institutions have $9.48M invested in Fidelity Preferred Securities & Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $8.21M → $9.48M (+$1.27M)

0.75% more ownership

Funds ownership: 10.25%11% (+0.75%)

10% less funds holding

Funds holding: 2018 (-2)

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.57M +$192K +8,745 +8%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.85M +$925K +42,204 +96%
SS
3
Sunbelt Securities
Texas
$912K -$143K -6,544 -13%
Jane Street
4
Jane Street
New York
$740K -$90.1K -4,111 -11%
PWA
5
Prairie Wealth Advisors
Nebraska
$511K
AF
6
Apollon Financial
South Carolina
$455K +$464K +21,184 New
AWA
7
Arkadios Wealth Advisors
Georgia
$372K +$46.7K +2,133 +14%
LPL Financial
8
LPL Financial
California
$330K -$472K -21,528 -58%
ASN
9
Advisory Services Network
Georgia
$277K +$283K +12,901 New
HWM
10
Howard Wealth Management
Connecticut
$266K +$45.3K +2,068 +20%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$238K +$243K +11,105 New
Goldman Sachs
12
Goldman Sachs
New York
$234K +$239K +10,918 New
LOIP
13
Live Oak Investment Partners
Texas
$231K +$2.17K +99 +0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$187K +$39K +1,781 +26%
IA
15
IFP Advisors
Florida
$150K -$27.7K -1,265 -15%
SIS
16
Sound Income Strategies
Florida
$68K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$53.6K +$23.5K +1,073 +75%
CB
18
Community Bank
New York
$21.5K
Morgan Stanley
19
Morgan Stanley
New York
$14.5K +$2.5K +114 +20%
Wells Fargo
20
Wells Fargo
California
$5
FSWA
21
Financial Synergies Wealth Advisors
Texas
-$204K -9,377 Closed
KAS
22
Kestra Advisory Services
Texas
-$64.7K -2,969 Closed
AC
23
AlphaCore Capital
California
-$19.7K -900 Closed

FPFD Hedge Fund Activity: Q1 2026 in Review

18 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Fidelity Preferred Securities & Income ETF (FPFD) for Q1 2026, worth a combined $9.48M — up 16% from $8.21M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FPFD positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $925K. The largest seller was LPL Financial, cutting an estimated $472K.

  • 18 institutional investors held Fidelity Preferred Securities & Income ETF (FPFD) as of Q1 2026, down from 20 in Q4 2025.
  • Funds reported $9.48M of Fidelity Preferred Securities & Income ETF stock for Q1 2026, up 16% quarter-over-quarter.
  • 4 funds opened new Fidelity Preferred Securities & Income ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Preferred Securities & Income ETF buyer in Q1 2026 was Janney Montgomery Scott, an estimated $925K added.
  • The largest Fidelity Preferred Securities & Income ETF seller in Q1 2026 was LPL Financial, an estimated $472K sold.

Based on aggregated 13F filings for Q1 2026.