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

Focused 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
2024
Q1 		– Sell
-69
Closed -$1.83K – 455
2023
Q4 		$1.83K Buy
+69
New +$1.77K ﹤0.01% 783

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $179M AUM 24.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Focused Wealth Management's FENI Position: Q1 2024 in Review

Focused Wealth Management sold out of Fidelity Enhanced International ETF (FENI) in Q1 2024, closing a stake of 69 shares — an estimated $1.83K sold.

Focused Wealth Management first reported a position in FENI in Q4 2023 and held it in 1 quarter. The position peaked at $1.83K in Q4 2023. 102 funds tracked by Wall St. Rank hold FENI as of Q1 2024.

  • Focused Wealth Management reported no remaining Fidelity Enhanced International ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 69 Fidelity Enhanced International ETF shares in Q1 2024, an estimated $1.83K.
  • Focused Wealth Management first reported a position in Fidelity Enhanced International ETF in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Fidelity Enhanced International ETF position peaked at $1.83K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.