Ritter Daniher Financial Advisory’s Fidelity Clean Energy ETF FRNW Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio FRNW Stock Details FRNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48K	Hold	1,970	–	–	0.01%	282
2026 Q1	$45.5K	Sell	1,970 -65	-3%	-$1.46K	0.01%	279
2025 Q4	$41.3K	Hold	2,035	–	–	0.01%	284
2025 Q3	$39.5K	Sell	2,035 -777	-28%	-$13.6K	0.01%	247
2025 Q2	$43.9K	Hold	2,812	–	–	0.01%	187
2025 Q1	$36.1K	Buy	+2,812	New	+$37.9K	0.01%	185

Other funds holding FRNW

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WIA

Westview Investment Advisors Burlington, Vermont $204M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Ritter Daniher Financial Advisory's FRNW Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Fidelity Clean Energy ETF (FRNW) position steady in Q2 2026 at 1,970 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #282.

Ritter Daniher Financial Advisory first reported a position in FRNW in Q1 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold FRNW as of Q2 2026.

Ritter Daniher Financial Advisory held 1,970 shares of Fidelity Clean Energy ETF worth $48K as of Q2 2026.
Ritter Daniher Financial Advisory left its Fidelity Clean Energy ETF share count unchanged in Q2 2026.
Fidelity Clean Energy ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #282 holding.
Ritter Daniher Financial Advisory first reported a position in Fidelity Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.