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Synergy Investment Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Synergy Investment 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
2025
Q1 		– Sell
-700
Closed -$83.4K – 660
2024
Q4 		$83.4K Buy
+700
New +$80.6K 0.04% 186

Other funds holding SKYY

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Synergy Investment Management's SKYY Position: Q1 2025 in Review

Synergy Investment Management sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2025, closing a stake of 700 shares — an estimated $83.4K sold.

Synergy Investment Management first reported a position in SKYY in Q4 2024 and held it in 1 quarter. The position peaked at $83.4K in Q4 2024. 396 funds tracked by Wall St. Rank hold SKYY as of Q1 2025.

  • Synergy Investment Management reported no remaining First Trust Cloud Computing ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 700 First Trust Cloud Computing ETF shares in Q1 2025, an estimated $83.4K.
  • Synergy Investment Management first reported a position in First Trust Cloud Computing ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's First Trust Cloud Computing ETF position peaked at $83.4K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.