WAM
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Wealthspire Advisors (Maryland)’s First Trust Cloud Computing ETF SKYY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-98
Closed -$6K – 1792
2019
Q1 		$6K Hold
98
– – ﹤0.01% 1770
2018
Q4 		$5K Hold
98
– – ﹤0.01% 1754
2018
Q3 		$6K Hold
98
– – ﹤0.01% 1748
2018
Q2 		$5K Hold
98
– – ﹤0.01% 1824
2018
Q1 		$5K Sell
98
-48
-33% -$2.34K ﹤0.01% 1830
2017
Q4 		$7K Buy
146
+48
+49% +$2.13K ﹤0.01% 1736
2017
Q3 		$4K Hold
98
– – ﹤0.01% 1866
2017
Q2 		$4K Buy
+98
New +$3.86K ﹤0.01% 1841

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return