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

BerganKDV 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
2022 Q4	–	Sell	-1,287	Closed	-$78K	–	1099
2022 Q3	$78K	Buy	+1,287	New	+$89K	0.01%	321
2022 Q2	–	Sell	-1,287	Closed	-$116K	–	1060
2022 Q1	$116K	Hold	1,287	–	–	0.01%	295
2021 Q4	$134K	Hold	1,287	–	–	0.01%	299
2021 Q3	$136K	Hold	1,287	–	–	0.02%	287
2021 Q2	$136K	Hold	1,287	–	–	0.02%	282
2021 Q1	$123K	Buy	+1,287	New	+$129K	0.02%	277

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

RJA

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

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

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

BerganKDV Wealth Management's SKYY Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2022, closing a stake of 1,287 shares — an estimated $78K sold.

BerganKDV Wealth Management first reported a position in SKYY in Q1 2021 and held it in 6 quarters. The position peaked at $136K in Q3 2021. 293 funds tracked by Wall St. Rank hold SKYY as of Q4 2022.

BerganKDV Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1,287 First Trust Cloud Computing ETF shares in Q4 2022, an estimated $78K.
BerganKDV Wealth Management first reported a position in First Trust Cloud Computing ETF in Q1 2021 and held it in 6 quarters.
BerganKDV Wealth Management's First Trust Cloud Computing ETF position peaked at $136K in Q3 2021.
293 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.