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Lucia Wealth Services’s First Trust Cloud Computing ETF SKYY Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$2.72M Sell
34,640
-5,834
-14% -$453K 0.64% 31
2020
Q2 		$3.02M Buy
+40,474
New +$2.65M 0.8% 27

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lucia Wealth Services's SKYY Position: Q3 2020 in Review

Lucia Wealth Services reduced its First Trust Cloud Computing ETF (SKYY) stake by 14% in Q3 2020, selling an estimated $453K and leaving 34,640 shares worth $2.72M. The position accounts for 0.64% of the portfolio, ranked #31.

Lucia Wealth Services first reported a position in SKYY in Q2 2020 and has held it in 2 quarters since. The position peaked at $3.02M in Q2 2020. 263 funds tracked by Wall St. Rank hold SKYY as of Q3 2020.

  • Lucia Wealth Services held 34,640 shares of First Trust Cloud Computing ETF worth $2.72M as of Q3 2020.
  • Lucia Wealth Services sold 5,834 First Trust Cloud Computing ETF shares in Q3 2020, an estimated $453K.
  • First Trust Cloud Computing ETF made up 0.64% of Lucia Wealth Services's portfolio in Q3 2020, its #31 holding.
  • Lucia Wealth Services first reported a position in First Trust Cloud Computing ETF in Q2 2020 and has held it in 2 quarters since.
  • Lucia Wealth Services's First Trust Cloud Computing ETF position peaked at $3.02M in Q2 2020.
  • 263 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.