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&Partners’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

&Partners’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 		$1.45M Buy
33,275
+12,958
+64% +$574K 0.01% 1086
2025
Q4 		$898K Buy
+20,317
New +$904K ﹤0.01% 1286

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
RFP
RCS Financial Planning Annapolis, Maryland $193M AUM 13.07% 1-Year Est. Return

&Partners's FSEC Position: Q1 2026 in Review

&Partners increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 64% in Q1 2026, buying an estimated $574K and bringing the position to 33,275 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #1086.

&Partners first reported a position in FSEC in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • &Partners held 33,275 shares of Fidelity Investment Grade Securitized ETF worth $1.45M as of Q1 2026.
  • &Partners bought 12,958 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $574K.
  • Fidelity Investment Grade Securitized ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1086 holding.
  • &Partners first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.