EP Wealth Advisors’s First Trust Cloud Computing ETF SKYY Stock Holding History

EP Wealth Advisors’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	$379K	Sell	2,815 -3	-0.1%	-$381	﹤0.01%	1165
2026 Q1	$308K	Sell	2,818 -23	-0.8%	-$2.68K	﹤0.01%	1144
2025 Q4	$370K	Buy	+2,841	New	+$380K	﹤0.01%	1019
2025 Q2	$323K	Buy	2,652 +13	+0.5%	+$1.42K	﹤0.01%	979
2025 Q1	$270K	Sell	2,639 -31	-1%	-$3.69K	﹤0.01%	964
2024 Q4	$318K	Buy	2,670 +31	+1%	+$3.57K	﹤0.01%	848
2024 Q3	$270K	Sell	2,639 -182	-6%	-$17.5K	﹤0.01%	900
2024 Q2	$270K	Buy	2,821 +369	+15%	+$34.3K	﹤0.01%	683
2024 Q1	$234K	Buy	2,452 +118	+5%	+$10.9K	﹤0.01%	700
2023 Q4	$205K	Buy	+2,334	New	+$186K	﹤0.01%	709
2022 Q3	–	Sell	-3,262	Closed	-$215K	–	588
2022 Q2	$215K	Buy	3,262 +262	+9%	+$19.3K	﹤0.01%	557
2022 Q1	$272K	Sell	3,000 -155	-5%	-$13.9K	0.01%	507
2021 Q4	$329K	Buy	3,155 +155	+5%	+$17.1K	0.01%	443
2021 Q3	$316K	Sell	3,000 -3	-0.1%	-$322	0.01%	419
2021 Q2	$318K	Hold	3,003	–	–	0.01%	432
2021 Q1	$288K	Buy	3,003 +3	+0.1%	+$300	0.01%	409
2020 Q4	$285K	Buy	+3,000	New	+$259K	0.01%	349

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

EP Wealth Advisors's SKYY Position: Q2 2026 in Review

EP Wealth Advisors reduced its First Trust Cloud Computing ETF (SKYY) stake by 0.11% in Q2 2026, selling an estimated $381 and leaving 2,815 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

EP Wealth Advisors first reported a position in SKYY in Q4 2020 and has held it in 17 quarters since. 416 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

EP Wealth Advisors held 2,815 shares of First Trust Cloud Computing ETF worth $379K as of Q2 2026.
EP Wealth Advisors sold 3 First Trust Cloud Computing ETF shares in Q2 2026, an estimated $381.
First Trust Cloud Computing ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1165 holding.
EP Wealth Advisors first reported a position in First Trust Cloud Computing ETF in Q4 2020 and has held it in 17 quarters since.
416 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.