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Sequoia Financial Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Sequoia Financial 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
Q1 		$704K Buy
18,920
+2,197
+13% +$84.5K ﹤0.01% 1067
2025
Q4 		$612K Buy
16,723
+29
+0.2% +$1.04K ﹤0.01% 1163
2025
Q3 		$589K Buy
16,694
+644
+4% +$21.9K ﹤0.01% 1051
2025
Q2 		$534K Buy
16,050
+1,935
+14% +$60.5K ﹤0.01% 967
2025
Q1 		$420K Buy
14,115
+7
+0% +$206 ﹤0.01% 924
2024
Q4 		$388K Buy
14,108
+6
+0% +$172 ﹤0.01% 907
2024
Q3 		$427K Buy
14,102
+5
+0% +$145 ﹤0.01% 813
2024
Q2 		$400K Buy
14,097
+10
+0.1% +$285 ﹤0.01% 779
2024
Q1 		$402K Buy
14,087
+8
+0.1% +$218 0.01% 761
2023
Q4 		$373K Buy
+14,079
New +$361K ﹤0.01% 841

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return