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

IFP 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	$75.9K	Hold	1,732	–	–	﹤0.01%	2150
2026 Q1	$75.9K	Buy	1,732 +25	+1%	+$1.11K	﹤0.01%	2009
2025 Q4	$75.3K	Buy	1,707 +107	+7%	+$4.76K	﹤0.01%	1967
2025 Q3	$70.6K	Sell	1,600 -900	-36%	-$39.3K	﹤0.01%	1895
2025 Q2	$109K	Buy	+2,500	New	+$108K	﹤0.01%	1588

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFP Advisors's FSEC Position: Q2 2026 in Review

IFP Advisors held its Fidelity Investment Grade Securitized ETF (FSEC) position steady in Q2 2026 at 1,732 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

IFP Advisors first reported a position in FSEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $109K in Q2 2025. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

IFP Advisors held 1,732 shares of Fidelity Investment Grade Securitized ETF worth $75.9K as of Q2 2026.
IFP Advisors left its Fidelity Investment Grade Securitized ETF share count unchanged in Q2 2026.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2150 holding.
IFP Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 5 quarters since.
IFP Advisors's Fidelity Investment Grade Securitized ETF position peaked at $109K in Q2 2025.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.