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Essential Planning’s First Trust Cloud Computing ETF SKYY Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-21,190
Closed -$2.44M – 258
2024
Q4 		$2.44M Buy
+21,190
New +$2.44M 0.02% 177

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Essential Planning's SKYY Position: Q1 2025 in Review

Essential Planning sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2025, closing a stake of 21,190 shares — an estimated $2.44M sold.

Essential Planning first reported a position in SKYY in Q4 2024 and held it in 1 quarter. The position peaked at $2.44M in Q4 2024. 397 funds tracked by Wall St. Rank hold SKYY as of Q1 2025.

  • Essential Planning reported no remaining First Trust Cloud Computing ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 21,190 First Trust Cloud Computing ETF shares in Q1 2025, an estimated $2.44M.
  • Essential Planning first reported a position in First Trust Cloud Computing ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's First Trust Cloud Computing ETF position peaked at $2.44M in Q4 2024.
  • 397 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.