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Congress Wealth Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Congress Wealth Management’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 		$11.4M Buy
343,728
+232,438
+209% +$7.27M 0.11% 221
2025
Q1 		$3.31M Buy
111,290
+98,454
+767% +$2.9M 0.04% 391
2024
Q4 		$353K Buy
+12,836
New +$368K ﹤0.01% 727

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $79.5B AUM 27.1% 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 $794M AUM 22.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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 $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's FENI Position: Q2 2025 in Review

Congress Wealth Management increased its Fidelity Enhanced International ETF (FENI) stake by 209% in Q2 2025, buying an estimated $7.27M and bringing the position to 343,728 shares worth $11.4M. The position accounts for 0.11% of the portfolio, ranked #221.

Congress Wealth Management first reported a position in FENI in Q4 2024 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FENI as of Q2 2025.

  • Congress Wealth Management held 343,728 shares of Fidelity Enhanced International ETF worth $11.4M as of Q2 2025.
  • Congress Wealth Management bought 232,438 Fidelity Enhanced International ETF shares in Q2 2025, an estimated $7.27M.
  • Fidelity Enhanced International ETF made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #221 holding.
  • Congress Wealth Management first reported a position in Fidelity Enhanced International ETF in Q4 2024 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.