FPFD

Fidelity Preferred Sec IncETF$20.98 0.00%
UnclassifiedCUSIP 316092261· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 1 added, while 2 reduced; the largest holder to move was Apollon Financial, LLC (+46%).

Tracked 13F holders
18
7 in Q2 2026 filings
13F value (tracked)
$7.0M
13F moves · latest Q
3 added
2 reduced

Price & smart-money activity

$20.98 0.00%5Y -17.7%
$18.79$20.59$22.40$24.21$26.01202120222023202420252026222222222222343433223
Hover for who · click for detailEnd-of-day closing prices52w $20.98 – $22.30

Who owns FPFD?

18 tracked 13F filers · ranked by shares held

18 tracked 13F filers disclose a position in FPFD as of the latest SEC 13F filings, a combined $7.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Commonwealth Equity Services, LLC120K
$2.6M
+7.9%
Added · +9K sh
Q1 2026
2Jane Street Group, LLC34K
$740K
−11%
Reduced · −4K sh
Q1 2026
3Apollon Financial, LLC31K
$661K
+46%
Added · +10K sh
Q2 2026
4Arkadios Wealth Advisors17K
$370K
−0.6%
Reduced · −97 sh
Q2 2026
5Xcelsior Advisor Partners LLC16K
$281K
New
+16K sh
Q2 2026
6LPL Financial LLC15K
$330K
−58%
Reduced · −22K sh
Q1 2026
7Prairie Wealth Advisors, Inc.14K
$319K
New
+14K sh
Q3 2025
8Howard Wealth Management, LLC13K
$278K
+4.8%
Added · +591 sh
Q2 2026
9Advisory Services Network, LLC13K
$277K
New
+13K sh
Q1 2026
10Fifth Third Bancorp11K
$238K
New
+11K sh
Q1 2026
11Goldman Sachs Group Inc11K
$234K
New
+11K sh
Q1 2026
12Live Oak Investment Partners10K
$217K
−5.8%
Reduced · −622 sh
Q2 2026
13Osaic Holdings, Inc.9K
$187K
+26%
Added · +2K sh
Q1 2026
14IFP Advisors, Inc7K
$145K
−3.4%
Reduced · −240 sh
Q2 2026
15CWM, LLC2K
$54K
+75%
Added · +1K sh
Q1 2026
16SHP Wealth Management1K
$30K
New
+1K sh
Q2 2026
17Morgan Stanley675
$15K
+20%
Added · +114 sh
Q1 2026
18FMR LLC272
$6K
New
+272 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FPFD being bought or sold by institutions?

Last quarter, 2 funds opened a new position in FPFD and 1 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
1
added to an existing position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FPFD also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA5 funds$412.9M
Apple IncAAPL5 funds$411.5M
Amazon.com IncAMZN5 funds$229.5M
Microsoft CorpMSFT5 funds$216.3M
Walmart IncWMT5 funds$184.2M
Alphabet Inc-CL CGOOG5 funds$142.2M
Broadcom IncAVGO5 funds$119.5M
JPMorgan Chase & CoJPM5 funds$87.3M
ExxonMobil Holdings CorpXOM5 funds$82.5M
Meta Platforms Inc-Class AMETA5 funds$79.6M
Vanguard Ftse Developed ETFVEA5 funds$79.6M
Costco Wholesale CorpCOST5 funds$67.1M

Ranked by how many of FPFD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FPFD.

Institutional ownership over time

7 tracked filers in Q2 2026 filingsstill filing
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FPFD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FPFD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FPFD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FPFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.