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Beacon Financial Advisory’s
First Trust Cloud Computing ETF
SKYY
Stock Holding History
Beacon Financial Advisory’s Portfolio
SKYY Stock Details
SKYY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$469K
Sell
4,289
-8
-0.2%
-$931
0.11%
236
2025
Q4
$559K
Buy
4,297
+117
+3%
+$15.6K
0.13%
200
2025
Q3
$562K
Buy
4,180
+7
+0.2%
+$881
0.13%
189
2025
Q2
$508K
Sell
4,173
-810
-16%
-$88.5K
0.13%
200
2025
Q1
$509K
Buy
4,983
+280
+6%
+$33.3K
0.15%
164
2024
Q4
$560K
Buy
4,703
+492
+12%
+$56.7K
0.18%
146
2024
Q3
$431K
Buy
4,211
+440
+12%
+$42.2K
0.15%
174
2024
Q2
$360K
Hold
3,771
–
–
0.13%
187
2024
Q1
$361K
Buy
3,771
+573
+18%
+$52.8K
0.18%
155
2023
Q4
$280K
Buy
+3,198
New
+$254K
0.14%
193
2022
Q1
–
Sell
-2,016
Closed
-$210K
–
250
2021
Q4
$210K
Buy
+2,016
New
+$222K
0.1%
231
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$1.37T AUM
24.88%
1-Year Est. Return
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$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
FAM
Flaharty Asset Management
Clearwater, Florida
$69.9M AUM
13.96%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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