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

EP Wealth 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
2025 Q2	$102K	Buy	+2,338	New	+$101K	﹤0.01%	1387

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's FSEC Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2025: 2,338 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings.

34 funds tracked by Wall St. Rank hold FSEC as of Q2 2025.

EP Wealth Advisors held 2,338 shares of Fidelity Investment Grade Securitized ETF worth $102K as of Q2 2025.
Fidelity Investment Grade Securitized ETF was a new EP Wealth Advisors position in Q2 2025.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1387 holding.
34 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.