ETF Holders

Who owns FPFD?

Bond

Fidelity Preferred Securities & Income ETF · Fidelity

22 institutions reported holding FPFD, worth $8.9M, in Form 13F filings for June 30, 2026.

13F holders
22
Institutional value
$8.9M
Change from prior quarter
+4.8%
+$406K, with price moves
New and sold-out firms
6 / 2
8 added, 6 trimmed

Top 10 institutional holders of FPFD

FirmLocationValueSharesChange
Commonwealth Equity Services, LLCWaltham, MA$2.6M120,565+883 shares
Janney Montgomery Scott LLCPhiladelphia, PA$2.0M92,214+5,941 shares
Apollon Financial, LLCMount Pleasant, SC$661K30,860+9,676 shares
Prairie Wealth Advisors, Inc.Omaha, NE$537K0No change
Jane Street Group, LLCNew York, NY$423K19,728−14,725 shares
Arkadios Wealth AdvisorsAtlanta, GA$370K17,251−97 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$364K16,962New position
Xcelsior Advisor Partners LLCScottsdale, AZ$281K15,731New position
Howard Wealth Management, LLCMadison, CT$278K12,986+591 shares
Advisory Services Network, LLCAtlanta, GA$276K12,855−46 shares
12 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

Compare what they hold: FPFD vs AAAC, FPFD vs IBTR, FPFD vs MYCL, FPFD vs TAXM.

Frequently asked questions

Who owns FPFD?

22 institutional managers reported holding FPFD in Form 13F filings for June 30, 2026, worth $8.9M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $2.6M.

Did institutions buy or sell FPFD last quarter?

Reported 13F value rose 4.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FPFD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.