Baystate Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Baystate Wealth Management’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
2023 Q4	$19.7K	Buy	+225	New	+$17.9K	﹤0.01%	563
2020 Q1	–	Sell	-335	Closed	-$20K	–	671
2019 Q4	$20K	Buy	+335	New	+$19.6K	﹤0.01%	321

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baystate Wealth Management's SKYY Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust Cloud Computing ETF (SKYY) in Q4 2023: 225 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in SKYY as recently as Q4 2019.

Baystate Wealth Management first reported a position in SKYY in Q4 2019 and has held it in 2 quarters since. The position peaked at $20K in Q4 2019. 338 funds tracked by Wall St. Rank hold SKYY as of Q4 2023.

Baystate Wealth Management held 225 shares of First Trust Cloud Computing ETF worth $19.7K as of Q4 2023.
First Trust Cloud Computing ETF was a new Baystate Wealth Management position in Q4 2023.
First Trust Cloud Computing ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #563 holding.
Baystate Wealth Management first reported a position in First Trust Cloud Computing ETF in Q4 2019 and has held it in 2 quarters since.
Baystate Wealth Management's First Trust Cloud Computing ETF position peaked at $20K in Q4 2019.
338 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.