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Concord Wealth Partners’s Fidelity Enhanced International ETF FENI Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-508
Closed -$18.6K – 398
2025
Q4 		$18.6K Sell
508
-66
-11% -$2.36K ﹤0.01% 453
2025
Q3 		$20.2K Sell
574
-5
-0.9% -$170 ﹤0.01% 455
2025
Q2 		$19.2K Buy
579
+5
+0.9% +$156 ﹤0.01% 464
2025
Q1 		$17.1K Buy
574
+3
+0.5% +$88 ﹤0.01% 453
2024
Q4 		$15.7K Buy
571
+2
+0.4% +$57 ﹤0.01% 485
2024
Q3 		$17.2K Buy
569
+2
+0.4% +$58 ﹤0.01% 496
2024
Q2 		$16.1K Sell
567
-601
-51% -$17.1K ﹤0.01% 459
2024
Q1 		$33.3K Buy
1,168
+9
+0.8% +$245 0.01% 417
2023
Q4 		$30.7K Buy
+1,159
New +$29.7K 0.01% 427

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return