FFP
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Forbes Financial Planning’s Fidelity Enhanced International ETF FENI Stock Holding History

Forbes Financial Planning’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
Q2 		$11.8M Sell
293,507
-421
-0.1% -$16.7K 6.32% 6
2026
Q1 		$10.9M Buy
293,928
+12,049
+4% +$464K 6.32% 6
2025
Q4 		$10.3M Buy
281,879
+41,314
+17% +$1.48M 6.03% 6
2025
Q3 		$8.56M Buy
240,565
+7,130
+3% +$243K 5.66% 7
2025
Q2 		$7.76M Buy
233,435
+177,713
+319% +$5.56M 5.24% 8
2025
Q1 		$1.66M Buy
55,722
+35,961
+182% +$1.06M 1.23% 22
2024
Q4 		$544K Buy
+19,761
New +$566K 0.26% 27

Other funds holding FENI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Forbes Financial Planning's FENI Position: Q2 2026 in Review

Forbes Financial Planning reduced its Fidelity Enhanced International ETF (FENI) stake by 0.14% in Q2 2026, selling an estimated $16.7K and leaving 293,507 shares worth $11.8M. The position accounts for 6.32% of the portfolio, ranked #6.

Forbes Financial Planning first reported a position in FENI in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

  • Forbes Financial Planning held 293,507 shares of Fidelity Enhanced International ETF worth $11.8M as of Q2 2026.
  • Forbes Financial Planning sold 421 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $16.7K.
  • Fidelity Enhanced International ETF made up 6.32% of Forbes Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Forbes Financial Planning first reported a position in Fidelity Enhanced International ETF in Q4 2024 and has held it in 7 quarters since.
  • 281 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.