Root Financial Partners
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Root Financial Partners’s Fidelity Clean Energy ETF FRNW Stock Holding History

Root Financial Partners’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
Q3 		$21.2K Buy
+1,006
New +$22.6K ﹤0.01% 1520

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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's FRNW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Clean Energy ETF (FRNW) in Q3 2026: 1,006 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

6 funds tracked by Wall St. Rank hold FRNW as of Q3 2026.

  • Root Financial Partners held 1,006 shares of Fidelity Clean Energy ETF worth $21.2K as of Q3 2026.
  • Fidelity Clean Energy ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity Clean Energy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1520 holding.
  • 6 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.