FPFD Institutional Ownership
Fidelity Preferred Securities & Income ETF
1W: -0.7%
1M: -2.6%
3M: -4.2%
YTD: -5.5%
1Y: -6.5%
3Y: +14.8%
5Y: -1.3%
$20.54
-0.01 (-0.02%)
Weekly Expected Move ±0.6%
$20
$20
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FPFD
24
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
6
New Positions
8
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 120,565 | $2M | +883 | +0.7% | 16Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 92,214 | $2M | +5,941 | +6.9% | 8Q | SEC ↗ |
| 3 | Sunbelt Securities, Inc. | 42,480 | $872K | -6,544 | -13.3% | 7Q | SEC ↗ |
| 4 | Apollon Financial, LLC | 30,860 | $634K | +9,676 | +45.7% | 2Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 19,728 | $405K | -14,725 | -42.7% | 5Q | SEC ↗ |
| 6 | Arkadios Wealth Advisors | 17,251 | $354K | -97 | -0.6% | 3Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors NEW | 16,962 | $348K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Xcelsior Advisor Partners LLC NEW | 15,731 | $323K | — | +0.0% | 1Q | SEC ↗ |
| 9 | HOWARD WEALTH MANAGEMENT, LLC | 12,986 | $267K | +591 | +4.8% | 3Q | SEC ↗ |
| 10 | Advisory Services Network, LLC | 12,855 | $264K | -46 | -0.4% | 2Q | SEC ↗ |
| 11 | LPL Financial LLC | 11,978 | $246K | -3,390 | -22.1% | 4Q | SEC ↗ |
| 12 | FIFTH THIRD BANCORP | 11,355 | $233K | +250 | +2.3% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 10,439 | $214K | +1,747 | +20.1% | 19Q | SEC ↗ |
| 14 | Live Oak Investment Partners | 10,144 | $208K | -622 | -5.8% | 3Q | SEC ↗ |
| 15 | IFP Advisors, Inc | 6,760 | $139K | -240 | -3.4% | 10Q | SEC ↗ |
| 16 | CWM, LLC | 2,495 | $51K | +1,073 | +75.5% | 14Q | SEC ↗ |
| 17 | SHP Wealth Management NEW | 1,400 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Community Bank, N.A. | 1,000 | $21K | — | +0.0% | 4Q | SEC ↗ |
| 19 | MORGAN STANLEY | 734 | $15K | +59 | +8.7% | 12Q | SEC ↗ |
| 20 | MERCER GLOBAL ADVISORS INC /ADV NEW | 644 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA NEW | 531 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 22 | FMR LLC NEW | 272 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 5Q | SEC ↗ |
| 24 | AlphaCore Capital LLC | 0 | $0K | -900 | -100.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 0 | $0K | -2,969 | -100.0% | 1Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 0 | $0K | -10,918 | -100.0% | 1Q | SEC ↗ |
| 27 | Sound Income Strategies, LLC | 0 | $0K | -3,163 | -100.0% | 8Q | SEC ↗ |
| 28 | Financial Synergies Wealth Advisors, I | 0 | $0K | -9,377 | -100.0% | 2Q | SEC ↗ |
| 29 | Prairie Wealth Advisors, Inc. | 0 | $0K | — | — | 10Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 16,962 | $348K |
| Xcelsior Advisor Partners LLC | 15,731 | $323K |
| SHP Wealth Management | 1,400 | $29K |
| MERCER GLOBAL ADVISORS INC /ADV | 644 | $13K |
| ROYAL BANK OF CANADA | 531 | $11K |
| FMR LLC | 272 | $6K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 10,918 | $224K |
| Financial Synergies Wealth Advisors | 9,377 | $193K |
| Sound Income Strategies, LLC | 3,163 | $65K |
| Kestra Advisory Services, LLC | 2,969 | $61K |
| AlphaCore Capital LLC | 900 | $18K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Apollon Financial, LLC | +9,676 | +45.7% | 30,860 |
| Janney Montgomery Scott LLC | +5,941 | +6.9% | 92,214 |
| OSAIC HOLDINGS, INC. | +1,747 | +20.1% | 10,439 |
| CWM, LLC | +1,073 | +75.5% | 2,495 |
| COMMONWEALTH EQUITY SERVICES, LLC | +883 | +0.7% | 120,565 |
| HOWARD WEALTH MANAGEMENT, LLC | +591 | +4.8% | 12,986 |
| FIFTH THIRD BANCORP | +250 | +2.3% | 11,355 |
| MORGAN STANLEY | +59 | +8.7% | 734 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -14,725 | -42.7% | 19,728 |
| Sunbelt Securities, Inc. | -6,544 | -13.3% | 42,480 |
| LPL Financial LLC | -3,390 | -22.1% | 11,978 |
| Live Oak Investment Partners | -622 | -5.8% | 10,144 |
| IFP Advisors, Inc | -240 | -3.4% | 6,760 |
| Arkadios Wealth Advisors | -97 | -0.6% | 17,251 |
| Advisory Services Network, LLC | -46 | -0.4% | 12,855 |