Valley Financial Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Valley Financial 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
2023 Q2	$3.46M	Buy	45,500 +17,994	+65%	+$1.24M	1.79%	19
2023 Q1	$1.84M	Buy	27,506 +991	+4%	+$62.4K	1.14%	28
2022 Q4	$1.53M	Sell	26,515 -2,360	-8%	-$143K	0.85%	26
2022 Q3	$1.74M	Buy	+28,875	New	+$2M	1.05%	22

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Valley Financial Management's SKYY Position: Q2 2023 in Review

Valley Financial Management increased its First Trust Cloud Computing ETF (SKYY) stake by 65% in Q2 2023, buying an estimated $1.24M and bringing the position to 45,500 shares worth $3.46M. The position accounts for 1.79% of the portfolio, ranked #19.

Valley Financial Management first reported a position in SKYY in Q3 2022 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SKYY as of Q2 2023.

Valley Financial Management held 45,500 shares of First Trust Cloud Computing ETF worth $3.46M as of Q2 2023.
Valley Financial Management bought 17,994 First Trust Cloud Computing ETF shares in Q2 2023, an estimated $1.24M.
First Trust Cloud Computing ETF made up 1.79% of Valley Financial Management's portfolio in Q2 2023, its #19 holding.
Valley Financial Management first reported a position in First Trust Cloud Computing ETF in Q3 2022 and has held it in 4 quarters since.
301 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.