MWM
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Modera Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Modera Wealth Management’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
2022
Q1 		– Sell
-2,036
Closed -$212K – 554
2021
Q4 		$212K Buy
+2,036
New +$224K 0.01% 548

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Modera Wealth Management's SKYY Position: Q1 2022 in Review

Modera Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2022, closing a stake of 2,036 shares — an estimated $212K sold.

Modera Wealth Management first reported a position in SKYY in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 361 funds tracked by Wall St. Rank hold SKYY as of Q1 2022.

  • Modera Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,036 First Trust Cloud Computing ETF shares in Q1 2022, an estimated $212K.
  • Modera Wealth Management first reported a position in First Trust Cloud Computing ETF in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's First Trust Cloud Computing ETF position peaked at $212K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.