— Know what they know.
Not Investment Advice

FPFD

Fidelity Preferred Securities & Income ETF
1W: -0.8% 1M: -0.7% 3M: -2.2% YTD: -0.7% 1Y: +4.0% 3Y: +25.0%
$21.57
-0.00 (-0.01%)
 
Weekly Expected Move ±0.5%
$21 $22 $22 $22 $22
ETF CBOE · AUM $83.4M
Key Statistics
AUM$83M
Holdings153
Top 10 Wt9.9%
Volume17,792
Avg Volume19,127
Beta0.76
Portfolio Fundamentals
P/E4.8
P/B0.7
Div Yield2.53%
ROE13.4%
% Profitable35%
Inception2021-06-17
Sector Allocation
Other 70.7%
Financial Services 16.5%
Utilities 5.4%
Communication Services 3.5%
Real Estate 1.6%
Technology 1.2%
+2 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ENERGY TRAN LP 6.625%/VAR PERP 4.40% $3.7M 3,620,000
2 BANK NEW YORK 3.7%/VAR PERP 3.90% $3.2M 3,235,000
3 CASH CF 3.41% $2.8M 2,832,473
4 ENBRIDGE INC 8.5%/VAR 01/15/84 2.16% $1.8M 1,575,000
5 AT&T INC 5.35% 11/01/66 PRFD TBB 1.63% $1.4M 64,257
6 SOUTHERN CMP 4.2% PFD 10/15/60 SOJE 1.35% $1.1M 66,098
7 GSINC 4.125%/VAR PERP 1.33% $1.1M 1,109,000
8 MORGAN STANLEY 6.5% PFD PERP MS-PP 1.21% $1.0M 40,100
9 JPMC CO FRN TSFR3M+274.5 PERP 1.21% $1.0M 1,005,000
10 T-MOBILE USA INC PFD 5.5% 03/0 1.16% $963,076 43,956

Recent Holding Changes

Date Holding Change Details
2026-05-02 SOJD Changed 15593 → 16124
2026-04-25 SOJD Changed 11638 → 15593
2026-04-18 SOJD Changed 8338 → 11638
2026-04-18 BAC-PM Changed 8300 → 17446
2026-04-11 BAC-PM Changed 8000 → 8300

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms