Sunbelt Securities’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Sunbelt Securities’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	$526	Hold	12	–	–	﹤0.01%	2274
2025 Q4	$530	Hold	12	–	–	﹤0.01%	2230
2025 Q3	$529	Hold	12	–	–	﹤0.01%	2211
2025 Q2	$510	Hold	12	–	–	﹤0.01%	1707
2025 Q1	$522	Hold	12	–	–	﹤0.01%	1697
2024 Q4	$510	Hold	12	–	–	﹤0.01%	1713
2024 Q3	$532	Hold	12	–	–	﹤0.01%	1738
2024 Q2	$504	Hold	12	–	–	﹤0.01%	1659
2024 Q1	$507	Hold	12	–	–	﹤0.01%	1624
2023 Q4	$514	Hold	12	–	–	﹤0.01%	1592
2023 Q3	$484	Hold	12	–	–	﹤0.01%	1656
2023 Q2	$507	Hold	12	–	–	﹤0.01%	1582
2023 Q1	$514	Buy	+12	New	+$515	﹤0.01%	1547

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunbelt Securities's FSEC Position: Q1 2026 in Review

Sunbelt Securities held its Fidelity Investment Grade Securitized ETF (FSEC) position steady in Q1 2026 at 12 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Sunbelt Securities first reported a position in FSEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $532 in Q3 2024. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

Sunbelt Securities held 12 shares of Fidelity Investment Grade Securitized ETF worth $526 as of Q1 2026.
Sunbelt Securities left its Fidelity Investment Grade Securitized ETF share count unchanged in Q1 2026.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2274 holding.
Sunbelt Securities first reported a position in Fidelity Investment Grade Securitized ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Fidelity Investment Grade Securitized ETF position peaked at $532 in Q3 2024.
46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.