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CARLSON FINANCIAL, INC.’s First Trust Cloud Computing ETF SKYY Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio SKYY Stock Details SKYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478K Sell
3,547
-95
-3% -$12.1K 0.24% 90
2026
Q1 		$398K Sell
3,642
-120
-3% -$14K 0.23% 100
2025
Q4 		$489K Buy
+3,762
New +$503K 0.28% 86

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s SKYY Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its First Trust Cloud Computing ETF (SKYY) stake by 2.6% in Q2 2026, selling an estimated $12.1K and leaving 3,547 shares worth $478K. The position accounts for 0.24% of the portfolio, ranked #90.

CARLSON FINANCIAL, INC. first reported a position in SKYY in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 412 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 3,547 shares of First Trust Cloud Computing ETF worth $478K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 95 First Trust Cloud Computing ETF shares in Q2 2026, an estimated $12.1K.
  • First Trust Cloud Computing ETF made up 0.24% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #90 holding.
  • CARLSON FINANCIAL, INC. first reported a position in First Trust Cloud Computing ETF in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s First Trust Cloud Computing ETF position peaked at $489K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.