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

ShoreHaven Wealth 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 Q3	$260K	Buy	6,226 +953	+18%	+$41.2K	0.08%	93
2026 Q2	$231K	Buy	5,273 +152	+3%	+$6.68K	0.07%	99
2026 Q1	$225K	Sell	5,121 -30	-0.6%	-$1.33K	0.08%	96
2025 Q4	$227K	Buy	+5,151	New	+$229K	0.08%	95

Other funds holding FSEC

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ShoreHaven Wealth Partners's FSEC Position: Q3 2026 in Review

ShoreHaven Wealth Partners increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 18% in Q3 2026, buying an estimated $41.2K and bringing the position to 6,226 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #93.

ShoreHaven Wealth Partners first reported a position in FSEC in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

ShoreHaven Wealth Partners held 6,226 shares of Fidelity Investment Grade Securitized ETF worth $260K as of Q3 2026.
ShoreHaven Wealth Partners bought 953 Fidelity Investment Grade Securitized ETF shares in Q3 2026, an estimated $41.2K.
Fidelity Investment Grade Securitized ETF made up 0.08% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #93 holding.
ShoreHaven Wealth Partners first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.