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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
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
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

IFP Advisors's FSEC Position: Q1 2026 in Review

IFP Advisors increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 1.5% in Q1 2026, buying an estimated $1.11K and bringing the position to 1,732 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

IFP Advisors first reported a position in FSEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $109K in Q2 2025. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • IFP Advisors held 1,732 shares of Fidelity Investment Grade Securitized ETF worth $75.9K as of Q1 2026.
  • IFP Advisors bought 25 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $1.11K.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2009 holding.
  • IFP Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 4 quarters since.
  • IFP Advisors's Fidelity Investment Grade Securitized ETF position peaked at $109K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.