AAS
FENI icon

Avantax Advisory Services’s Fidelity Enhanced International ETF FENI Stock Holding History

Avantax Advisory Services’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.34M Buy
70,404
+11,403
+19% +$356K 0.01% 725
2025
Q1 		$1.76M Buy
59,001
+41,310
+234% +$1.22M 0.01% 803
2024
Q4 		$487K Sell
17,691
-4,421
-20% -$127K ﹤0.01% 1465
2024
Q3 		$670K Buy
22,112
+7,416
+50% +$216K ﹤0.01% 1235
2024
Q2 		$416K Buy
+14,696
New +$419K ﹤0.01% 1481

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's FENI Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Enhanced International ETF (FENI) stake by 19% in Q2 2025, buying an estimated $356K and bringing the position to 70,404 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #725.

Avantax Advisory Services first reported a position in FENI in Q2 2024 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold FENI as of Q2 2025.

  • Avantax Advisory Services held 70,404 shares of Fidelity Enhanced International ETF worth $2.34M as of Q2 2025.
  • Avantax Advisory Services bought 11,403 Fidelity Enhanced International ETF shares in Q2 2025, an estimated $356K.
  • Fidelity Enhanced International ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #725 holding.
  • Avantax Advisory Services first reported a position in Fidelity Enhanced International ETF in Q2 2024 and has held it in 5 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.