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Fidelity Preferred Securities & Income ETF (FPFD) Institutional Ownership

Fidelity Preferred Securities & Income ETF logo
$21.96 -0.02 (-0.09%)
(As of 11/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Preferred Securities & Income ETF (BATS:FPFD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.63M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$23.53K
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FPFD Institutional Buying and Selling by Quarter

Fidelity Preferred Securities & Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/8/2024 New Millennium Group LLC119,950$2.68M1.7%N/A7.056%
8/15/2024 Prairie Wealth Advisors Inc.12,125$262K0.1%+24.0%0.713%
7/31/2024Commonwealth Equity Services LLC50,122$1.08M0.0%+22.4%2.948%
7/18/2024 Brookstone Capital Management11,948$260K0.0%-8.4%0.703%
4/30/2024Commonwealth Equity Services LLC40,962$884K0.0%+17.2%2.560%
4/15/2024 Brookstone Capital Management13,044$281K0.0%N/A0.815%
2/7/2024 Principal Securities Inc.4,189$87K0.0%N/A0.262%
2/1/2024 GUNN & Co INVESTMENT MANAGEMENT INC.10,000$208K0.0%N/A0.625%
10/23/2023Commonwealth Equity Services LLC33,659$669K0.0%+20.1%2.104%
8/4/2023IFP Advisors Inc1,000$25K0.0%-92.4%0.063%
4/18/2023IFP Advisors Inc13,113$328K0.0%-24.0%0.820%
2/7/2023Commonwealth Equity Services LLC15,211$301K0.0%+27.4%0.000%
2/7/2023IFP Advisors Inc17,253$431K0.0%N/A0.000%
2/1/2023 CWM LLC1,623$32K0.0%N/A0.000%
1/12/2023 Smith Chas P & Associates PA Cpas10,000$198K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FPFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPFD shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Fidelity Preferred Securities & Income ETF. The most heavily invested institutionals were New Millennium Group LLC ($2.68M), Commonwealth Equity Services LLC ($1.08M), Prairie Wealth Advisors Inc. ($262K), Brookstone Capital Management ($260K), GUNN & Co INVESTMENT MANAGEMENT INC. ($208K), Smith Chas P & Associates PA Cpas ($198K), and Principal Securities Inc. ($87K).Learn more on FPFD's institutional investors.

Which institutional investors have been buying Fidelity Preferred Securities & Income ETF stock?

Of the 9 institutional investors that purchased Fidelity Preferred Securities & Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New Millennium Group LLC ($119.95K), Commonwealth Equity Services LLC ($24.07K), IFP Advisors Inc ($17.25K), Brookstone Capital Management ($13.04K), GUNN & Co INVESTMENT MANAGEMENT INC. ($10K), Smith Chas P & Associates PA Cpas ($10K), and Principal Securities Inc. ($4.19K).

How much institutional buying is happening at Fidelity Preferred Securities & Income ETF?

Institutional investors have bought a total of 202,477 shares in the last 24 months. This purchase volume represents approximately $4.38M in transactions.

Which Fidelity Preferred Securities & Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Fidelity Preferred Securities & Income ETF stock in the last 24 months: IFP Advisors Inc ($16.25K), and Brookstone Capital Management ($1.10K).

How much institutional selling is happening at Fidelity Preferred Securities & Income ETF?

Institutional investors have sold a total of 17,349 shares in the last 24 months. This volume of shares sold represents approximately $349.13K in transactions.



This page (BATS:FPFD) was last updated on 11/14/2024 by MarketBeat.com Staff
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