Ken Fisher
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Ken Fisher’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Ken Fisher’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
Q1 		– Sell
-8,411
Closed -$357K – 1027
2024
Q4 		$357K Buy
+8,411
New +$363K ﹤0.01% 830

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ken Fisher's FSEC Position: Q1 2025 in Review

Ken Fisher sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q1 2025, closing a stake of 8,411 shares — an estimated $357K sold.

Ken Fisher first reported a position in FSEC in Q4 2024 and held it in 1 quarter. The position peaked at $357K in Q4 2024. 20 funds tracked by Wall St. Rank hold FSEC as of Q1 2025.

  • Ken Fisher reported no remaining Fidelity Investment Grade Securitized ETF position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 8,411 Fidelity Investment Grade Securitized ETF shares in Q1 2025, an estimated $357K.
  • Ken Fisher first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2024 and held it in 1 quarter.
  • Ken Fisher's Fidelity Investment Grade Securitized ETF position peaked at $357K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.