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

Oxford 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
2022
Q1 		– Sell
-2,268
Closed -$237K – 283
2021
Q4 		$237K Buy
2,268
+993
+78% +$109K 0.03% 183
2021
Q3 		$134K Buy
+1,275
New +$137K 0.02% 187

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Oxford Financial Group's SKYY Position: Q1 2022 in Review

Oxford Financial Group sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2022, closing a stake of 2,268 shares — an estimated $237K sold.

Oxford Financial Group first reported a position in SKYY in Q3 2021 and held it in 2 quarters. The position peaked at $237K in Q4 2021. 361 funds tracked by Wall St. Rank hold SKYY as of Q1 2022.

  • Oxford Financial Group reported no remaining First Trust Cloud Computing ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 2,268 First Trust Cloud Computing ETF shares in Q1 2022, an estimated $237K.
  • Oxford Financial Group first reported a position in First Trust Cloud Computing ETF in Q3 2021 and held it in 2 quarters.
  • Oxford Financial Group's First Trust Cloud Computing ETF position peaked at $237K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.