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 Q2	$1.16M	Sell	29,900 -4,755	-14%	-$163K	0.28%	58
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 $8.83B AUM 38.5% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPWM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Rooted Wealth Advisors's FCLD Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Fidelity Cloud Computing ETF (FCLD) stake by 14% in Q2 2026, selling an estimated $163K and leaving 29,900 shares worth $1.16M. 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 5 quarters since. 27 funds tracked by Wall St. Rank hold FCLD as of Q2 2026.

Rooted Wealth Advisors held 29,900 shares of Fidelity Cloud Computing ETF worth $1.16M as of Q2 2026.
Rooted Wealth Advisors sold 4,755 Fidelity Cloud Computing ETF shares in Q2 2026, an estimated $163K.
Fidelity Cloud Computing ETF made up 0.28% of Rooted Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Rooted Wealth Advisors first reported a position in Fidelity Cloud Computing ETF in Q2 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held Fidelity Cloud Computing ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.