AE Wealth Management
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AE Wealth Management’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

AE Wealth Management’s Portfolio FSEC Stock Details FSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
5,580
+2,621
+89% +$115K ﹤0.01% 1608
2026
Q1 		$130K Buy
2,959
+1,639
+124% +$72.6K ﹤0.01% 1718
2025
Q4 		$58.3K Sell
1,320
-884
-40% -$39.3K ﹤0.01% 1826
2025
Q3 		$97.2K Buy
+2,204
New +$96.4K ﹤0.01% 1579

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's FSEC Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 89% in Q2 2026, buying an estimated $115K and bringing the position to 5,580 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

AE Wealth Management first reported a position in FSEC in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • AE Wealth Management held 5,580 shares of Fidelity Investment Grade Securitized ETF worth $245K as of Q2 2026.
  • AE Wealth Management bought 2,621 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $115K.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1608 holding.
  • AE Wealth Management first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.