Sax Wealth Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Sax Wealth Advisors’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	$5.17M	Sell	138,878 -23,078	-14%	-$913K	0.21%	83
2026 Q1	$5.92M	Hold	161,956	–	–	0.29%	62
2025 Q4	$5.92M	Buy	161,956 +31,350	+24%	+$1.12M	0.28%	64
2025 Q3	$4.61M	Buy	130,606 +24,108	+23%	+$821K	0.25%	63
2025 Q2	$3.54M	Buy	106,498 +4,778	+5%	+$149K	0.21%	71
2025 Q1	$3.03M	Buy	101,720 +33,714	+50%	+$992K	0.22%	66
2024 Q4	$1.87M	Buy	68,006 +39,684	+140%	+$1.14M	0.15%	81
2024 Q3	$858K	Buy	28,322 +3,079	+12%	+$89.5K	0.08%	106
2024 Q2	$715K	Sell	25,243 -123	-0.5%	-$3.5K	0.07%	112
2024 Q1	$724K	Buy	25,366 +440	+2%	+$12K	0.08%	92
2023 Q4	$661K	Buy	+24,926	New	+$639K	0.11%	97

Other funds holding FENI

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return