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Financial Strategies Group’s Fidelity Enhanced International ETF FENI Stock Holding History

Financial Strategies Group’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 		$46.7M Buy
1,200,853
+55,917
+5% +$2.15M 7.81% 3
2025
Q4 		$43.1M Buy
1,144,936
+24,043
+2% +$860K 7.8% 3
2025
Q3 		$40M Buy
+1,120,893
New +$38.2M 7.62% 3

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Financial Strategies Group's FENI Position: Q1 2026 in Review

Financial Strategies Group increased its Fidelity Enhanced International ETF (FENI) stake by 4.9% in Q1 2026, buying an estimated $2.15M and bringing the position to 1,200,853 shares worth $46.7M. The position accounts for 7.81% of the portfolio, ranked #3.

Financial Strategies Group first reported a position in FENI in Q3 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold FENI as of Q1 2026.

  • Financial Strategies Group held 1,200,853 shares of Fidelity Enhanced International ETF worth $46.7M as of Q1 2026.
  • Financial Strategies Group bought 55,917 Fidelity Enhanced International ETF shares in Q1 2026, an estimated $2.15M.
  • Fidelity Enhanced International ETF made up 7.81% of Financial Strategies Group's portfolio in Q1 2026, its #3 holding.
  • Financial Strategies Group first reported a position in Fidelity Enhanced International ETF in Q3 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.