RCS Financial Planning LLC Invests $1.19 Million in Fidelity Investment Grade Securitized ETF $FSEC

RCS Financial Planning LLC purchased a new position in Fidelity Investment Grade Securitized ETF (NYSEARCA:FSEC) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 27,082 shares of the company’s stock, valued at approximately $1,191,000. Fidelity Investment Grade Securitized ETF comprises 0.6% of RCS Financial Planning LLC’s investment portfolio, making the stock its 27th largest position.

Other institutional investors have also bought and sold shares of the company. Envestnet Asset Management Inc. increased its stake in Fidelity Investment Grade Securitized ETF by 182.4% during the third quarter. Envestnet Asset Management Inc. now owns 31,823 shares of the company’s stock worth $1,403,000 after acquiring an additional 20,556 shares during the last quarter. Granite Harbor Advisors Inc. bought a new stake in shares of Fidelity Investment Grade Securitized ETF in the 4th quarter valued at approximately $664,000. JPMorgan Chase & Co. boosted its holdings in shares of Fidelity Investment Grade Securitized ETF by 93.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 36,904 shares of the company’s stock worth $1,627,000 after purchasing an additional 17,855 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Fidelity Investment Grade Securitized ETF by 1,860.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 142,653 shares of the company’s stock worth $6,295,000 after purchasing an additional 135,377 shares during the period. Finally, Csenge Advisory Group bought a new position in shares of Fidelity Investment Grade Securitized ETF during the 4th quarter valued at approximately $559,000.

Fidelity Investment Grade Securitized ETF Stock Performance

NYSEARCA:FSEC opened at $44.11 on Friday. The stock’s fifty day moving average is $43.92 and its 200 day moving average is $44.16. Fidelity Investment Grade Securitized ETF has a fifty-two week low of $42.97 and a fifty-two week high of $45.60.

Fidelity Investment Grade Securitized ETF Profile

The Fidelity Investment Grade Securitized ETF (FSEC) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund of investment-grade securitized debt securities of any maturity across the broad market. FSEC was launched on Mar 2, 2021 and is managed by Fidelity.