Sunbelt Securities’s Fidelity Clean Energy ETF FRNW Stock Holding History

Sunbelt Securities’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 Q1	$277K	Buy	11,992 +411	+4%	+$9.25K	0.02%	548
2025 Q4	$235K	Buy	11,581 +1,904	+20%	+$39.6K	0.02%	589
2025 Q3	$188K	Buy	9,677 +9,246	+2,145%	+$162K	0.01%	662
2025 Q2	$5.8K	Buy	431 +14	+3%	+$197	﹤0.01%	1409
2025 Q1	$5.36K	Sell	417 -14	-3%	-$188	﹤0.01%	1405
2024 Q4	$5.85K	Sell	431 -24	-5%	-$348	﹤0.01%	1408
2024 Q3	$7.34K	Sell	455 -18	-4%	-$272	﹤0.01%	1356
2024 Q2	$6.83K	Sell	473 -11	-2%	-$167	﹤0.01%	1337
2024 Q1	$7.22K	Sell	484 -15	-3%	-$225	﹤0.01%	1291
2023 Q4	$8.62K	Sell	499 -20	-4%	-$305	﹤0.01%	1206
2023 Q3	$8.25K	Sell	519 -8	-2%	-$150	﹤0.01%	1202
2023 Q2	$11K	Sell	527 -14	-3%	-$299	﹤0.01%	1157
2023 Q1	$12K	Buy	+541	New	+$12.1K	﹤0.01%	1083
2022 Q4	–	Sell	-14,537	Closed	-$305K	–	458
2022 Q3	$305K	Buy	+14,537	New	+$344K	0.06%	321

Other funds holding FRNW

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

BCM

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FPF

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Sunbelt Securities's FRNW Position: Q1 2026 in Review

Sunbelt Securities increased its Fidelity Clean Energy ETF (FRNW) stake by 3.5% in Q1 2026, buying an estimated $9.25K and bringing the position to 11,992 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #548.

Sunbelt Securities first reported a position in FRNW in Q3 2022 and has held it in 14 quarters since. The position peaked at $305K in Q3 2022. 19 funds tracked by Wall St. Rank hold FRNW as of Q1 2026.

Sunbelt Securities held 11,992 shares of Fidelity Clean Energy ETF worth $277K as of Q1 2026.
Sunbelt Securities bought 411 Fidelity Clean Energy ETF shares in Q1 2026, an estimated $9.25K.
Fidelity Clean Energy ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #548 holding.
Sunbelt Securities first reported a position in Fidelity Clean Energy ETF in Q3 2022 and has held it in 14 quarters since.
Sunbelt Securities's Fidelity Clean Energy ETF position peaked at $305K in Q3 2022.
19 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.