Captrust Financial Advisors Fidel Merrimack Str Tr Transaction History

Captrust Financial Advisors

$46.7 Billion
Q3 2025

A detailed history of Captrust Financial Advisors transactions in Fidel Merrimack Str Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 7,752 shares of FSEC stock, worth $344,111. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,752

Holding current value

$344,111

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 19, 2025	BUY	$43.0 - $44.55 $333,336 - $345,351	7,752 New	7,752 $341,000

Others Institutions Holding FSEC

# of Institutions

Shares Held

522K

Call Options Held

Put Options Held

Integrity Alliance, Llc. Urbandale, IA

109K
Shares

$4.84 Million
0.23% of portfolio
Wealth Enhancement Advisory Services, LLC

53K
Shares

$2.35 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

47.1K
Shares

$2.09 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

36.9K
Shares

$1.64 Million
0.0% of portfolio
Envestnet Asset Management Inc

31.8K
Shares

$1.41 Million
0.0% of portfolio

View Full List

About FIDEL MERRIMACK STR TR

Ticker FSEC
Sector ETFs
Industry ETFs

More about FSEC

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Captrust Financial Advisors Fidel Merrimack Str Tr Transaction History