GW & Wade’s First Trust Cloud Computing ETF SKYY Stock Holding History

GW & Wade’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
2023 Q4	$2.82M	Buy	32,119 +278	+0.9%	+$22.1K	0.09%	141
2023 Q3	$2.42M	Sell	31,841 -58	-0.2%	-$4.52K	0.09%	143
2023 Q2	$2.42M	Sell	31,899 -999	-3%	-$68.6K	0.09%	141
2023 Q1	$2.2M	Buy	32,898 +4,975	+18%	+$313K	0.08%	145
2022 Q4	$1.61M	Sell	27,923 -162,639	-85%	-$9.85M	0.07%	164
2022 Q3	$11.5M	Buy	190,562 +2,297	+1%	+$159K	0.56%	53
2022 Q2	$12.4M	Sell	188,265 -17,322	-8%	-$1.27M	0.56%	54
2022 Q1	$18.6M	Sell	205,587 -11,494	-5%	-$1.03M	0.8%	39
2021 Q4	$22.6M	Buy	217,081 +7,669	+4%	+$845K	0.98%	31
2021 Q3	$22.1M	Buy	209,412 +3,512	+2%	+$377K	1.05%	28
2021 Q2	$21.8M	Buy	205,900 +3,545	+2%	+$355K	1.05%	29
2021 Q1	$19.4M	Buy	202,355 +5,659	+3%	+$565K	1.03%	29
2020 Q4	$18.7M	Buy	196,696 +30,816	+19%	+$2.66M	1.14%	26
2020 Q3	$13M	Buy	165,880 +111,239	+204%	+$8.64M	0.99%	32
2020 Q2	$4.07M	Buy	+54,641	New	+$3.58M	0.33%	64

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

GW & Wade's SKYY Position: Q4 2023 in Review

GW & Wade increased its First Trust Cloud Computing ETF (SKYY) stake by 0.87% in Q4 2023, buying an estimated $22.1K and bringing the position to 32,119 shares worth $2.82M. The position accounts for 0.09% of the portfolio, ranked #141.

GW & Wade first reported a position in SKYY in Q2 2020 and has held it in 15 quarters since. The position peaked at $22.6M in Q4 2021. 337 funds tracked by Wall St. Rank hold SKYY as of Q4 2023.

GW & Wade held 32,119 shares of First Trust Cloud Computing ETF worth $2.82M as of Q4 2023.
GW & Wade bought 278 First Trust Cloud Computing ETF shares in Q4 2023, an estimated $22.1K.
First Trust Cloud Computing ETF made up 0.09% of GW & Wade's portfolio in Q4 2023, its #141 holding.
GW & Wade first reported a position in First Trust Cloud Computing ETF in Q2 2020 and has held it in 15 quarters since.
GW & Wade's First Trust Cloud Computing ETF position peaked at $22.6M in Q4 2021.
337 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.