WealthPLAN Partners’s First Trust Cloud Computing ETF SKYY Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-547	Closed	-$41.5K	–	1025
2023 Q2	$41.5K	Buy	547 +4	+0.7%	+$275	0.01%	544
2023 Q1	$36.3K	Buy	+543	New	+$34.2K	﹤0.01%	616

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's SKYY Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Cloud Computing ETF (SKYY) in Q3 2023, closing a stake of 547 shares — an estimated $41.5K sold.

WealthPLAN Partners first reported a position in SKYY in Q1 2023 and held it in 2 quarters. The position peaked at $41.5K in Q2 2023. 309 funds tracked by Wall St. Rank hold SKYY as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Cloud Computing ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 547 First Trust Cloud Computing ETF shares in Q3 2023, an estimated $41.5K.
WealthPLAN Partners first reported a position in First Trust Cloud Computing ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's First Trust Cloud Computing ETF position peaked at $41.5K in Q2 2023.
309 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.