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Davis Capital Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Davis Capital 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
2026
Q2 		$7K Hold
52
– – ﹤0.01% 291
2026
Q1 		$5.69K Hold
52
– – ﹤0.01% 249
2025
Q4 		$6.76K Hold
52
– – ﹤0.01% 242
2025
Q3 		$6.99K Buy
+52
New +$6.54K ﹤0.01% 240
2025
Q1 		$5.32K Hold
52
– – ﹤0.01% 260
2024
Q4 		$6.19K Hold
52
– – 0.01% 250
2024
Q3 		$5.32K Hold
52
– – ﹤0.01% 269
2024
Q2 		$5.02K Buy
+52
New +$4.84K ﹤0.01% 263

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Davis Capital Management's SKYY Position: Q2 2026 in Review

Davis Capital Management held its First Trust Cloud Computing ETF (SKYY) position steady in Q2 2026 at 52 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Davis Capital Management first reported a position in SKYY in Q2 2024 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

  • Davis Capital Management held 52 shares of First Trust Cloud Computing ETF worth $7K as of Q2 2026.
  • Davis Capital Management left its First Trust Cloud Computing ETF share count unchanged in Q2 2026.
  • First Trust Cloud Computing ETF made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #291 holding.
  • Davis Capital Management first reported a position in First Trust Cloud Computing ETF in Q2 2024 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.