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

Financial Synergies 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
2024 Q2	–	Sell	-155	Closed	-$14.8K	–	398
2024 Q1	$14.8K	Hold	155	–	–	﹤0.01%	223
2023 Q4	$8.93K	Hold	155	–	–	﹤0.01%	195
2023 Q3	$11.8K	Hold	155	–	–	﹤0.01%	219
2023 Q2	$11.8K	Hold	155	–	–	﹤0.01%	216
2023 Q1	$10.4K	Hold	155	–	–	﹤0.01%	233
2022 Q4	$8.93K	Hold	155	–	–	﹤0.01%	195
2022 Q3	$9.36K	Hold	155	–	–	﹤0.01%	167
2022 Q2	$10.2K	Buy	+155	New	+$11.4K	﹤0.01%	168

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's SKYY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of First Trust Cloud Computing ETF (SKYY) in Q2 2024, closing a stake of 155 shares — an estimated $14.8K sold.

Financial Synergies Wealth Advisors first reported a position in SKYY in Q2 2022 and held it in 8 quarters. The position peaked at $14.8K in Q1 2024. 347 funds tracked by Wall St. Rank hold SKYY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining First Trust Cloud Computing ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 155 First Trust Cloud Computing ETF shares in Q2 2024, an estimated $14.8K.
Financial Synergies Wealth Advisors first reported a position in First Trust Cloud Computing ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's First Trust Cloud Computing ETF position peaked at $14.8K in Q1 2024.
347 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.