Dougherty Wealth Advisers
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Dougherty Wealth Advisers’s Fidelity Enhanced International ETF FENI Stock Holding History

Dougherty Wealth Advisers’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
Q3 		$9.12M Buy
228,609
+3,063
+1% +$125K 4.94% 6
2026
Q2 		$9.05M Buy
225,546
+12,727
+6% +$504K 4.96% 6
2026
Q1 		$7.92M Buy
+212,819
New +$8.19M 5.02% 6

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Dougherty Wealth Advisers's FENI Position: Q3 2026 in Review

Dougherty Wealth Advisers increased its Fidelity Enhanced International ETF (FENI) stake by 1.4% in Q3 2026, buying an estimated $125K and bringing the position to 228,609 shares worth $9.12M. The position accounts for 4.94% of the portfolio, ranked #6.

Dougherty Wealth Advisers first reported a position in FENI in Q1 2026 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold FENI as of Q3 2026.

  • Dougherty Wealth Advisers held 228,609 shares of Fidelity Enhanced International ETF worth $9.12M as of Q3 2026.
  • Dougherty Wealth Advisers bought 3,063 Fidelity Enhanced International ETF shares in Q3 2026, an estimated $125K.
  • Fidelity Enhanced International ETF made up 4.94% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #6 holding.
  • Dougherty Wealth Advisers first reported a position in Fidelity Enhanced International ETF in Q1 2026 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.