Capital Investment Advisors’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Capital Investment Advisors’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	$496K	Buy	+11,310	New	+$497K	0.01%	523
2025 Q4	–	Sell	-8,454	Closed	-$373K	–	752
2025 Q3	$373K	Buy	+8,454	New	+$370K	0.01%	528

Other funds holding FSEC

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Capital Investment Advisors's FSEC Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026: 11,310 shares worth $496K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in FSEC as recently as Q3 2025.

Capital Investment Advisors first reported a position in FSEC in Q3 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Capital Investment Advisors held 11,310 shares of Fidelity Investment Grade Securitized ETF worth $496K as of Q2 2026.
Fidelity Investment Grade Securitized ETF was a new Capital Investment Advisors position in Q2 2026.
Fidelity Investment Grade Securitized ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #523 holding.
Capital Investment Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.