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

Cassady Schiller 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
Q4 		$1.07K Hold
9
– – ﹤0.01% 775
2024
Q3 		$920 Hold
9
– – ﹤0.01% 426
2024
Q2 		$860 Hold
9
– – ﹤0.01% 434
2024
Q1 		$860 Buy
+9
New +$830 ﹤0.01% 461

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cassady Schiller Wealth Management's SKYY Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its First Trust Cloud Computing ETF (SKYY) position steady in Q4 2024 at 9 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Cassady Schiller Wealth Management first reported a position in SKYY in Q1 2024 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold SKYY as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of First Trust Cloud Computing ETF worth $1.07K as of Q4 2024.
  • Cassady Schiller Wealth Management left its First Trust Cloud Computing ETF share count unchanged in Q4 2024.
  • First Trust Cloud Computing ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #775 holding.
  • Cassady Schiller Wealth Management first reported a position in First Trust Cloud Computing ETF in Q1 2024 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.