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

FRG Family 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
-200
Closed -$18.1K – 316
2024
Q1 		$18.1K Buy
+200
New +$18.4K ﹤0.01% 236

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FRG Family Wealth Advisors's SKYY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of First Trust Cloud Computing ETF (SKYY) in Q2 2024, closing a stake of 200 shares — an estimated $18.1K sold.

FRG Family Wealth Advisors first reported a position in SKYY in Q1 2024 and held it in 1 quarter. The position peaked at $18.1K in Q1 2024. 347 funds tracked by Wall St. Rank hold SKYY as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining First Trust Cloud Computing ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 200 First Trust Cloud Computing ETF shares in Q2 2024, an estimated $18.1K.
  • FRG Family Wealth Advisors first reported a position in First Trust Cloud Computing ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's First Trust Cloud Computing ETF position peaked at $18.1K in Q1 2024.
  • 347 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.