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Fidelity Investment Grade Securitized ETF
FSEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 9556 M +USD 476 M +10,830,230 +5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
USD 20.6 M +USD 3.72 M +84,688 +22%
Citadel Advisors
3
Citadel Advisors
Florida
USD 11.1 M +USD 11.1 M +252,534 Nuevas
GWSA
4
Global Wealth Strategies & Associates
Colorado
USD 9.34 M +USD 1.07 M +24,332 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 5.97 M +USD 2.12 M +48,284 +55%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
USD 5.73 M +USD 5.74 M +130,680 Nuevas
JP Morgan Chase
7
JP Morgan Chase
New York
USD 4.55 M +USD 985 k +22,422 +28%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
USD 3.28 M +USD 374 k +8,519 +13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 2.99 M +USD 1.2 M +27,273 +66%
Jane Street
10
Jane Street
New York
USD 2.1 M -USD 5.92 M -134,695 -74%
&Partners
11
&Partners
Tennessee
USD 1.73 M +USD 202 k +4,587 +14%
MFN
12
Midwest Financial Network
Illinois
USD 1.53 M +USD 814 k +18,527 +113%
RFP
13
RCS Financial Planning
Maryland
USD 1.19 M +USD 659 +15 +0.1%
Evergreen Wealth Solutions
14
Evergreen Wealth Solutions
Pennsylvania
USD 1.18 M -USD 5.19 M -118,218 -81%
Creative Planning
15
Creative Planning
Kansas
USD 1.15 M +USD 635 k +14,450 +123%
LPL Financial
16
LPL Financial
California
USD 942 k +USD 43.1 k +980 +5%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
USD 858 k +USD 309 k +7,029 +56%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
USD 732 k +USD 354 k +8,053 +93%
HRT Financial
19
HRT Financial
New York
USD 640 k +USD 642 k +14,619 Nuevas
Synergy Asset Management
20
Synergy Asset Management
Washington
USD 618 k +USD 620 k +14,101 Nuevas
Capital Investment Advisors
21
Capital Investment Advisors
Georgia
USD 496 k +USD 497 k +11,310 Nuevas
MONECO Advisors
22
MONECO Advisors
Connecticut
USD 474 k +USD 475 k +10,820 Nuevas
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
USD 422 k – – –
Galvin Gaustad & Stein
24
Galvin Gaustad & Stein
Arizona
USD 418 k +USD 419 k +9,543 Nuevas
Mariner
25
Mariner
Kansas
USD 407 k +USD 408 k +9,284 Nuevas
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