PlanVest Financial
FENI icon

PlanVest Financial’s Fidelity Enhanced International ETF FENI Stock Holding History

PlanVest Financial’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
Q3 		$3.42M Buy
85,604
+7,487
+10% +$305K 2.19% 11
2026
Q2 		$3.13M Buy
78,117
+187
+0.2% +$7.4K 2.09% 14
2026
Q1 		$2.9M Buy
+77,930
New +$3M 2.2% 13

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

PlanVest Financial's FENI Position: Q3 2026 in Review

PlanVest Financial increased its Fidelity Enhanced International ETF (FENI) stake by 9.6% in Q3 2026, buying an estimated $305K and bringing the position to 85,604 shares worth $3.42M. The position accounts for 2.19% of the portfolio, ranked #11.

PlanVest Financial first reported a position in FENI in Q1 2026 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold FENI as of Q3 2026.

  • PlanVest Financial held 85,604 shares of Fidelity Enhanced International ETF worth $3.42M as of Q3 2026.
  • PlanVest Financial bought 7,487 Fidelity Enhanced International ETF shares in Q3 2026, an estimated $305K.
  • Fidelity Enhanced International ETF made up 2.19% of PlanVest Financial's portfolio in Q3 2026, its #11 holding.
  • PlanVest Financial first reported a position in Fidelity Enhanced International ETF in Q1 2026 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.