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FPFD · Fidelity Preferred Securities and Income ETF ETF

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$21.12 +0.01 (+0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $2,383,883
Total Shares: 119,254

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 8 13F filers · Δ vs Mar 31, 2023
Top Holder
73.5%
Jun 2021 → Jun 2023 · range 35.0% – 73.5%
+5.1 pts
Top 5
100.0%
Jun 2021 → Jun 2023 · range 98.3% – 100.0%
+1.0 pts
Top 10
100.0%
Jun 2021 → Jun 2023 · range 100.0% – 100.0%
0.0 pts
HHI
5,961
Jun 2021 → Jun 2023 · range 2,499 – 5,961
Highly concentrated+961

Quarterly Activity

vs Mar 31, 2023
New
2
Increased
2
Decreased
2
Sold Out
2
Unchanged
2
Holder count: 0
Institutional value: -19.7%
Shares held: -19.0%

Top Buyers

vs Mar 31, 2023
Institution Added Now Holds Open
COMMONWEALTH EQUITY SERVICES, LLC +7,911 28,023
CWM, LLC +50 1,719

Top Sellers

vs Mar 31, 2023
Institution Sold Now Holds Open
OSAIC HOLDINGS, INC. −13,114 87,677
IFP Advisors, Inc −12,113 1,000

Top New Positions

vs Mar 31, 2023
Institution Acquired Value (USD) Open
UBS Group AG 34 $679
FMR LLC 1 $19

Top Sold-Out Positions

vs Mar 31, 2023
Institution Previously Held Last Value (USD) Open
SMITH CHAS P & ASSOCIATES PA CPAS 10,000 $201,550
Ameritas Advisory Services, LLC 750 $15,116
Filter: New 2 Increased 2 Reduced 2 Sold out 2 Unchanged 2
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
OSAIC HOLDINGS, INC. FPFD $1,752,662 73.52% 87,677
COMMONWEALTH EQUITY SERVICES, LLC FPFD $560,179 23.50% 28,023
CWM, LLC FPFD $34,362 1.44% 1,719
IFP Advisors, Inc FPFD $19,990 0.84% 1,000
CAROLINAS WEALTH CONSULTING LLC FPFD $15,992 0.67% 800
UBS Group AG FPFD $679 0.03% 34
FMR LLC FPFD $19 0.00% 1
PROEQUITIES, INC. FPFD $0 0.00% 0