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

Independent Financial 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
Q2 		$667K Sell
16,618
-25,082
-60% -$992K 0.01% 857
2026
Q1 		$1.55M Buy
41,700
+10,464
+33% +$403K 0.03% 476
2025
Q4 		$1.14M Buy
31,236
+19,400
+164% +$694K 0.03% 572
2025
Q3 		$418K Buy
+11,836
New +$403K 0.01% 930

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's FENI Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity Enhanced International ETF (FENI) stake by 60% in Q2 2026, selling an estimated $992K and leaving 16,618 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #857.

Independent Financial Group first reported a position in FENI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q1 2026. 427 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

  • Independent Financial Group held 16,618 shares of Fidelity Enhanced International ETF worth $667K as of Q2 2026.
  • Independent Financial Group sold 25,082 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $992K.
  • Fidelity Enhanced International ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #857 holding.
  • Independent Financial Group first reported a position in Fidelity Enhanced International ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Fidelity Enhanced International ETF position peaked at $1.55M in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.