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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

AE Wealth Management's FSEC Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 124% in Q1 2026, buying an estimated $72.6K and bringing the position to 2,959 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

AE Wealth Management first reported a position in FSEC in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • AE Wealth Management held 2,959 shares of Fidelity Investment Grade Securitized ETF worth $130K as of Q1 2026.
  • AE Wealth Management bought 1,639 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $72.6K.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1718 holding.
  • AE Wealth Management first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.