Who Owns FPFD?
FIDELITY PREFERRED SECURITIES AND INCOME ETF — Institutional Ownership & 13F Holdings
$21.50
+0.07 (+0.30%)
Market Cap
$82.3M
Shares Outstanding
3,857,426
Institutional Holders
15
Total Inst. Value
$6.2M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
5
Closed Positions
5
Increased
4
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | New Millennium Group LLCNew | $3.2M | 149,547 |
| 2 | Sunbelt Securities, Inc. | $1.1M | 49,946 |
| 3 | Janney Montgomery Scott LLCNew | $586K | 27,310 |
| 4 | Orion Portfolio Solutions, LLC | $354K | 20,001 |
| 5 | ROYAL BANK OF CANADA | $342K | 15,954 |
| 6 | Prairie Wealth Advisors, Inc.New | $295K | 13,683 |
| 7 | OSAIC HOLDINGS, INC. | $156K | 7,247 |
| 8 | IFP Advisors, Inc | $107K | 4,986 |
| 9 | PRINCIPAL SECURITIES, INC. | $64K | 3,003 |
| 10 | Sound Income Strategies, LLC | $50K | 2,337 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| New Millennium Group LLCNew | +150K | $3.2M |
| Janney Montgomery Scott LLCNew | +27K | $586K |
| ROYAL BANK OF CANADA | +9K | $342K |
| Prairie Wealth Advisors, Inc.New | +14K | $295K |
| OSAIC HOLDINGS, INC. | +3K | $156K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Sunbelt Securities, Inc. | -531 | $1.1M |
| CWM, LLC | -74 | $34 |
| MORGAN STANLEY | -12 | $0 |
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Frequently Asked Questions
How many institutional investors hold FPFD?
As of Q1 2025, 15 institutional investors report holding FPFD (FIDELITY PREFERRED SECURITIES AND INCOME ETF) in their 13F filings.
Which hedge fund owns the most FPFD?
The largest institutional holder of FPFD is New Millennium Group LLC with $3.2M in shares.
Are institutions buying or selling FPFD?
This quarter, 5 institutions opened new positions in FPFD and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.