HFA
FSEC icon

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

High Falls 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
Q4 		$543K Buy
12,305
+577
+5% +$25.7K 0.11% 62
2025
Q3 		$517K Buy
11,728
+6,163
+111% +$269K 0.11% 65
2025
Q2 		$242K Buy
+5,565
New +$240K 0.05% 124

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
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
GHA
Granite Harbor Advisors Houston, Texas $229M AUM 17.86% 1-Year Est. Return

High Falls Advisors's FSEC Position: Q4 2025 in Review

High Falls Advisors increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 4.9% in Q4 2025, buying an estimated $25.7K and bringing the position to 12,305 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #62.

High Falls Advisors first reported a position in FSEC in Q2 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold FSEC as of Q4 2025.

  • High Falls Advisors held 12,305 shares of Fidelity Investment Grade Securitized ETF worth $543K as of Q4 2025.
  • High Falls Advisors bought 577 Fidelity Investment Grade Securitized ETF shares in Q4 2025, an estimated $25.7K.
  • Fidelity Investment Grade Securitized ETF made up 0.11% of High Falls Advisors's portfolio in Q4 2025, its #62 holding.
  • High Falls Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.