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Fidelity Preferred SEC Inc (FPFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares125,589 from 120,565
Change+5,024 (+4%)
Value$2.6M (-$12.2K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares33,603 from 30,860
Change+2,743 (+9%)
Value$688.2K (+$26.7K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares12,100 from 11,978
Change+122 (+1%)
Value$247.8K (-$8.9K)
Filed 2026-11-06
Howard Wealth Management, LLC
DECREASED
Shares11,944 from 12,986
Change-1,042 (-8%)
Value$244.6K (-$33.7K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares11,355 from 11,355
Change0 (0%)
Value$232.6K (-$10.8K)
Filed 2026-11-05
Live Oak Investment Partners
INCREASED
Shares10,553 from 10,144
Change+409 (+4%)
Value$216.1K (-$1.3K)
Filed 2026-10-23
Diversify Advisory Services, LLC
NEW
Shares10,349
Change+10,349
Value$212.8K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares10,349
Change+10,349
Value$212.8K
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,193 from 16,962
Change-6,769 (-40%)
Value$209.0K (-$155.0K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares6,553 from 6,760
Change-207 (-3%)
Value$134.2K (-$10.7K)
Filed 2026-10-16
Community Bank, N.A.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$20.5K (-$960)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$532.7K (-$4.4K)
Filed 2026-10-29
Janney Montgomery Scott LLC
N/A
Shares— from 92,214
Change-92,214 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,728
Change-19,728 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 15,731
Change-15,731 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 734
Change-734 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 531
Change-531 (-100%)
Value—
FMR LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
INCREASED125,589120,565+5,024+4%$2.6M$2.6M-$12.2K2026-11-02
Apollon Financial, LLC
INCREASED33,60330,860+2,743+9%$661.5K$688.2K+$26.7K2026-10-23
LPL Financial LLC
INCREASED12,10011,978+122+1%$256.7K$247.8K-$8.9K2026-11-06
Howard Wealth Management, LLC
DECREASED11,94412,986-1,042-8%$278.4K$244.6K-$33.7K2026-10-28
Fifth Third Bancorp
UNCHANGED11,35511,35500%$243.4K$232.6K-$10.8K2026-11-05
Live Oak Investment Partners
INCREASED10,55310,144+409+4%$217.4K$216.1K-$1.3K2026-10-23
Diversify Advisory Services, LLC
NEW10,349—+10,349——$212.8K—2026-10-20
Diversify Wealth Management, LLC
NEW10,349—+10,349——$212.8K—2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED10,19316,962-6,769-40%$364.0K$209.0K-$155.0K2026-11-02
IFP Advisors, Inc
DECREASED6,5536,760-207-3%$144.9K$134.2K-$10.7K2026-10-16
Community Bank, N.A.
UNCHANGED1,0001,00000%$21.4K$20.5K-$9602026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$537.1K$532.7K-$4.4K2026-10-29
Janney Montgomery Scott LLC
N/A—92,214-92,214-100%$2.0M———
Jane Street Group, LLC
N/A—19,728-19,728-100%$422.9K———
Arkadios Wealth Advisors
N/A—17,251-17,251-100%$369.8K———
Xcelsior Advisor Partners LLC
N/A—15,731-15,731-100%$281.3K———
Advisory Services Network, LLC
N/A—12,855-12,855-100%$275.6K———
Osaic Holdings, Inc.
N/A—10,439-10,439-100%$223.8K———
SHP Wealth Management
N/A—1,400-1,400-100%$30.0K———
Morgan Stanley
N/A—734-734-100%$15.7K———
Royal Bank of Canada
N/A—531-531-100%$11.0K———
FMR LLC
N/A—272-272-100%$5.8K———
Wells Fargo & Company
N/A—1-1-100%$18———
Fiduciary Financial Advisors
N/A—00—$0———
Showing 24 of 24 institutions