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Institutional & Family Asset Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Institutional & Family Asset 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
Q2 		$4.86K Buy
171
+1
+0.6% +$28 ﹤0.01% 502
2024
Q1 		$4.84K Buy
170
+20
+13% +$545 ﹤0.01% 499
2023
Q4 		$3.96K Buy
+150
New +$3.84K ﹤0.01% 510

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $270M AUM

Institutional & Family Asset Management's FENI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Fidelity Enhanced International ETF (FENI) stake by 0.59% in Q2 2024, buying an estimated $28 and bringing the position to 171 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Institutional & Family Asset Management first reported a position in FENI in Q4 2023 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FENI as of Q2 2024.

  • Institutional & Family Asset Management held 171 shares of Fidelity Enhanced International ETF worth $4.86K as of Q2 2024.
  • Institutional & Family Asset Management bought 1 Fidelity Enhanced International ETF share in Q2 2024, an estimated $28.
  • Fidelity Enhanced International ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #502 holding.
  • Institutional & Family Asset Management first reported a position in Fidelity Enhanced International ETF in Q4 2023 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.