GA
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GoalVest Advisory’s First Trust Cloud Computing ETF SKYY Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-444
Closed -$45.4K – 429
2024
Q3 		$45.4K Buy
+444
New +$42.6K 0.01% 198

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

GoalVest Advisory's SKYY Position: Q4 2024 in Review

GoalVest Advisory sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2024, closing a stake of 444 shares — an estimated $45.4K sold.

GoalVest Advisory first reported a position in SKYY in Q3 2024 and held it in 1 quarter. The position peaked at $45.4K in Q3 2024. 419 funds tracked by Wall St. Rank hold SKYY as of Q4 2024.

  • GoalVest Advisory reported no remaining First Trust Cloud Computing ETF position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 444 First Trust Cloud Computing ETF shares in Q4 2024, an estimated $45.4K.
  • GoalVest Advisory first reported a position in First Trust Cloud Computing ETF in Q3 2024 and held it in 1 quarter.
  • GoalVest Advisory's First Trust Cloud Computing ETF position peaked at $45.4K in Q3 2024.
  • 419 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.