John Overdeck’s First Trust Cloud Computing ETF SKYY Stock Holding History

John Overdeck’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
2026 Q2	$60.1M	Buy	446,700 +63,000	+16%	+$8M	0.04%	488
2026 Q1	$42M	Buy	383,700 +178,900	+87%	+$20.8M	0.03%	567
2025 Q4	$26.6M	Buy	+204,800	New	+$27.4M	0.04%	584
2025 Q3	–	Sell	-161,200	Closed	-$19.6M	–	3908
2025 Q2	$19.6M	Buy	+161,200	New	+$17.6M	0.03%	562
2024 Q3	–	Sell	-13,300	Closed	-$1.27M	–	3320
2024 Q2	$1.27M	Sell	13,300 -68,300	-84%	-$6.36M	﹤0.01%	1856
2024 Q1	$7.8M	Sell	81,600 -19,900	-20%	-$1.83M	0.02%	753
2023 Q4	$8.9M	Buy	101,500 +45,200	+80%	+$3.59M	0.02%	725
2023 Q3	$4.27M	Sell	56,300 -74,138	-57%	-$5.78M	0.01%	983
2023 Q2	$9.91M	Buy	130,438 +83,638	+179%	+$5.75M	0.02%	649
2023 Q1	$3.13M	Sell	46,800 -400	-0.8%	-$25.2K	0.01%	1140
2022 Q4	$2.72M	Buy	47,200 +15,800	+50%	+$957K	0.01%	1149
2022 Q3	$1.9M	Sell	31,400 -39,500	-56%	-$2.73M	0.01%	1174
2022 Q2	$4.67M	Buy	+70,900	New	+$5.22M	0.02%	809

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

John Overdeck's SKYY Position: Q2 2026 in Review

John Overdeck increased its First Trust Cloud Computing ETF (SKYY) stake by 16% in Q2 2026, buying an estimated $8M and bringing the position to 446,700 shares worth $60.1M. The position accounts for 0.04% of the portfolio, ranked #488.

John Overdeck first reported a position in SKYY in Q2 2022 and has held it in 13 quarters since. 411 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

John Overdeck held 446,700 shares of First Trust Cloud Computing ETF worth $60.1M as of Q2 2026.
John Overdeck bought 63,000 First Trust Cloud Computing ETF shares in Q2 2026, an estimated $8M.
First Trust Cloud Computing ETF made up 0.04% of John Overdeck's portfolio in Q2 2026, its #488 holding.
John Overdeck first reported a position in First Trust Cloud Computing ETF in Q2 2022 and has held it in 13 quarters since.
411 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.