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

BCS 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
2024
Q1 		– Sell
-2,655
Closed -$233K – 239
2023
Q4 		$233K Sell
2,655
-386
-13% -$30.7K 0.09% 193
2023
Q3 		$231K Hold
3,041
– – 0.1% 177
2023
Q2 		$231K Hold
3,041
– – 0.17% 103
2023
Q1 		$203K Buy
+3,041
New +$191K 0.09% 153

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

BCS Wealth Management's SKYY Position: Q1 2024 in Review

BCS Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2024, closing a stake of 2,655 shares — an estimated $233K sold.

BCS Wealth Management first reported a position in SKYY in Q1 2023 and held it in 4 quarters. The position peaked at $233K in Q4 2023. 349 funds tracked by Wall St. Rank hold SKYY as of Q1 2024.

  • BCS Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q1 2024 after selling out during the quarter.
  • BCS Wealth Management sold 2,655 First Trust Cloud Computing ETF shares in Q1 2024, an estimated $233K.
  • BCS Wealth Management first reported a position in First Trust Cloud Computing ETF in Q1 2023 and held it in 4 quarters.
  • BCS Wealth Management's First Trust Cloud Computing ETF position peaked at $233K in Q4 2023.
  • 349 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2024.

Based on BCS Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.