Rooted Wealth Advisors’s Fidelity Cloud Computing ETF FCLD Stock Holding History

Rooted Wealth Advisors’s Portfolio FCLD Stock Details FCLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Sell	34,655 -2,631	-7%	-$75.4K	0.28%	58
2025 Q4	$1.04M	Buy	37,286 +5,830	+19%	+$175K	0.29%	60
2025 Q3	$928K	Buy	31,456 +13,822	+78%	+$391K	0.28%	56
2025 Q2	$484K	Buy	+17,634	New	+$454K	0.17%	70

Other funds holding FCLD

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HPWM

High Point Wealth Management Chester, New Jersey $122M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Rooted Wealth Advisors's FCLD Position: Q1 2026 in Review

Rooted Wealth Advisors reduced its Fidelity Cloud Computing ETF (FCLD) stake by 7.1% in Q1 2026, selling an estimated $75.4K and leaving 34,655 shares worth $1.06M. The position accounts for 0.28% of the portfolio, ranked #58.

Rooted Wealth Advisors first reported a position in FCLD in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold FCLD as of Q1 2026.

Rooted Wealth Advisors held 34,655 shares of Fidelity Cloud Computing ETF worth $1.06M as of Q1 2026.
Rooted Wealth Advisors sold 2,631 Fidelity Cloud Computing ETF shares in Q1 2026, an estimated $75.4K.
Fidelity Cloud Computing ETF made up 0.28% of Rooted Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Rooted Wealth Advisors first reported a position in Fidelity Cloud Computing ETF in Q2 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held Fidelity Cloud Computing ETF as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.