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Fidelity Preferred Securities & Income ETF

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