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Clearstead Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-17
Closed -$617 – 2917
2025
Q3 		$617 Hold
17
– – ﹤0.01% 2706
2025
Q2 		$579 Hold
17
– – ﹤0.01% 2476
2025
Q1 		$513 Hold
17
– – ﹤0.01% 2069
2024
Q4 		$471 Hold
17
– – ﹤0.01% 1986
2024
Q3 		$515 Hold
17
– – ﹤0.01% 1954
2024
Q2 		$482 Hold
17
– – ﹤0.01% 1940
2024
Q1 		$489 Hold
17
– – ﹤0.01% 1457
2023
Q4 		$451 Buy
+17
New +$435 ﹤0.01% 1466

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return