Concord Wealth Partners’s First Trust Cloud Computing ETF SKYY Stock Holding History

Concord Wealth Partners’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
2026 Q2	$11K	Buy	+82	New	+$10.4K	﹤0.01%	557
2026 Q1	–	Sell	-82	Closed	-$10.7K	–	684
2025 Q4	$10.7K	Hold	82	–	–	﹤0.01%	524
2025 Q3	$11K	Hold	82	–	–	﹤0.01%	525
2025 Q2	$9.97K	Hold	82	–	–	﹤0.01%	544
2025 Q1	$8.38K	Hold	82	–	–	﹤0.01%	524
2024 Q4	$9.77K	Hold	82	–	–	﹤0.01%	532
2024 Q3	$8.38K	Sell	82 -7	-8%	-$672	﹤0.01%	573
2024 Q2	$8.5K	Hold	89	–	–	﹤0.01%	524
2024 Q1	$8.51K	Hold	89	–	–	﹤0.01%	588
2023 Q4	$7.8K	Sell	89 -84	-49%	-$6.68K	﹤0.01%	590
2023 Q3	$13.1K	Sell	173 -44	-20%	-$3.43K	﹤0.01%	574
2023 Q2	$16.5K	Sell	217 -11	-5%	-$756	﹤0.01%	532
2023 Q1	$15.3K	Sell	228 -534	-70%	-$33.6K	﹤0.01%	532
2022 Q4	$43.9K	Buy	+762	New	+$46.2K	0.01%	397
2022 Q3	–	Sell	-328	Closed	-$22K	–	972
2022 Q2	$22K	Sell	328 -256	-44%	-$18.8K	0.01%	526
2022 Q1	$53K	Sell	584 -116	-17%	-$10.4K	0.01%	425
2021 Q4	$73K	Buy	700 +456	+187%	+$50.2K	0.02%	367
2021 Q3	$26K	Sell	244 -117	-32%	-$12.6K	0.01%	338
2021 Q2	$38K	Sell	361 -216	-37%	-$21.6K	0.01%	390
2021 Q1	$55K	Buy	577 +402	+230%	+$40.2K	0.02%	322
2020 Q4	$17K	Buy	+175	New	+$15.1K	0.01%	328

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

Two Sigma Investments New York $138B AUM 41.87% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concord Wealth Partners's SKYY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in First Trust Cloud Computing ETF (SKYY) in Q2 2026: 82 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SKYY as recently as Q4 2025.

Concord Wealth Partners first reported a position in SKYY in Q4 2020 and has held it in 21 quarters since. The position peaked at $73K in Q4 2021. 412 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

Concord Wealth Partners held 82 shares of First Trust Cloud Computing ETF worth $11K as of Q2 2026.
First Trust Cloud Computing ETF was a new Concord Wealth Partners position in Q2 2026.
First Trust Cloud Computing ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #557 holding.
Concord Wealth Partners first reported a position in First Trust Cloud Computing ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's First Trust Cloud Computing ETF position peaked at $73K in Q4 2021.
412 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.