Next Financial Group’s First Trust Cloud Computing ETF SKYY Stock Holding History

Next Financial Group’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
2021 Q4	$2.27M	Buy	21,779 +3,051	+16%	+$336K	0.15%	149
2021 Q3	$1.97M	Buy	18,728 +1,789	+11%	+$192K	0.15%	147
2021 Q2	$1.79M	Sell	16,939 -77	-0.5%	-$7.72K	0.14%	162
2021 Q1	$1.63M	Sell	17,016 -5,827	-26%	-$582K	0.14%	157
2020 Q4	$2.17M	Sell	22,843 -8,578	-27%	-$740K	0.21%	112
2020 Q3	$2.47M	Buy	31,421 +19,074	+154%	+$1.48M	0.27%	93
2020 Q2	$920K	Buy	12,347 +1,762	+17%	+$115K	0.11%	202
2020 Q1	$577K	Sell	10,585 -3,659	-26%	-$222K	0.07%	241
2019 Q4	$860K	Sell	14,244 -24,113	-63%	-$1.41M	0.09%	252
2019 Q3	$2.16M	Sell	38,357 -3,988	-9%	-$231K	0.24%	95
2019 Q2	$2.45M	Buy	42,345 +41,575	+5,399%	+$2.44M	0.26%	81
2019 Q1	$44K	Sell	770 -20,773	-96%	-$1.14M	0.01%	774
2018 Q4	$1.04M	Buy	+21,543	New	+$1.1M	0.22%	118
2017 Q4	–	Sell	-300	Closed	-$13K	–	1228
2017 Q3	$13K	Sell	300 -1,442	-83%	-$58.9K	﹤0.01%	1126
2017 Q2	$69K	Buy	1,742 +1,442	+481%	+$56.8K	0.02%	669
2017 Q1	$12K	Sell	300 -650	-68%	-$24.2K	﹤0.01%	1223
2016 Q4	$33K	Buy	950 +500	+111%	+$17.2K	0.01%	1131
2016 Q3	$15K	Buy	+450	New	+$14.8K	﹤0.01%	1488
2014 Q4	–	Sell	-450	Closed	-$12K	–	2309
2014 Q3	$12K	Sell	450 -275	-38%	-$7.53K	﹤0.01%	1682
2014 Q2	$19K	Buy	+725	New	+$19.1K	0.01%	619

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's SKYY Position: Q4 2021 in Review

Next Financial Group increased its First Trust Cloud Computing ETF (SKYY) stake by 16% in Q4 2021, buying an estimated $336K and bringing the position to 21,779 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #149.

Next Financial Group first reported a position in SKYY in Q2 2014 and has held it in 20 quarters since. The position peaked at $2.47M in Q3 2020. 383 funds tracked by Wall St. Rank hold SKYY as of Q4 2021.

Next Financial Group held 21,779 shares of First Trust Cloud Computing ETF worth $2.27M as of Q4 2021.
Next Financial Group bought 3,051 First Trust Cloud Computing ETF shares in Q4 2021, an estimated $336K.
First Trust Cloud Computing ETF made up 0.15% of Next Financial Group's portfolio in Q4 2021, its #149 holding.
Next Financial Group first reported a position in First Trust Cloud Computing ETF in Q2 2014 and has held it in 20 quarters since.
Next Financial Group's First Trust Cloud Computing ETF position peaked at $2.47M in Q3 2020.
383 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.