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Triad Wealth Partners’s Fidelity Enhanced International ETF FENI Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-171
Closed -$4.85K – 333
2024
Q2 		$4.85K Buy
+171
New +$4.87K ﹤0.01% 577

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Triad Wealth Partners's FENI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Fidelity Enhanced International ETF (FENI) in Q3 2024, closing a stake of 171 shares — an estimated $4.85K sold.

Triad Wealth Partners first reported a position in FENI in Q2 2024 and held it in 1 quarter. The position peaked at $4.85K in Q2 2024. 113 funds tracked by Wall St. Rank hold FENI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Fidelity Enhanced International ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 171 Fidelity Enhanced International ETF shares in Q3 2024, an estimated $4.85K.
  • Triad Wealth Partners first reported a position in Fidelity Enhanced International ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Fidelity Enhanced International ETF position peaked at $4.85K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.