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Calton & Associates’s First Trust Cloud Computing ETF SKYY Stock Holding History

Calton & Associates’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
Q1 		– Sell
-8,040
Closed -$838K – 403
2021
Q4 		$838K Sell
8,040
-3,180
-28% -$350K 0.22% 121
2021
Q3 		$1.18M Buy
11,220
+2,887
+35% +$310K 0.26% 99
2021
Q2 		$881K Buy
8,333
+965
+13% +$96.7K 0.17% 132
2021
Q1 		$706K Buy
7,368
+1,878
+34% +$188K 0.14% 142
2020
Q4 		$522K Buy
5,490
+2,307
+72% +$199K 0.09% 175
2020
Q3 		$250K Buy
3,183
+237
+8% +$18.4K 0.05% 270
2020
Q2 		$219K Buy
+2,946
New +$193K 0.05% 282
2018
Q1 		– Sell
-125
Closed -$6K – 1127
2017
Q4 		$6K Buy
+125
New +$5.55K ﹤0.01% 1213

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return