SKYY holdings

All 65 positions of First Trust Cloud Computing ETF.

Positions
65
Top 10 weight
36.2%
Effective holdings
43.0
1 / sum of squared weights
In stocks
100.0%
In bonds
0.0%
Outside the US
5.2%

Asset mix

  • Equity100.0%
  • Cash0.2%

Sectors

98% of stocks classified
  • Technology90.5%
  • Consumer Discretionary3.5%
  • Communication Services2.3%
  • Industrials2.1%

Countries

  • United States94.7%
  • Canada2.5%
  • Germany1.1%
  • Israel1.1%
  • Netherlands0.6%

Holdings

#HoldingTypeWeightValueShares / parCountry
1ANETArista NetworksEquity4.18%$114M668,756US
2DOCNDigitalOcean Holdings, Inc.Equity3.95%$107M683,840US
3PEverpure, Inc.Equity3.89%$106M1,341,287US
4NTNXNutanix, Inc. Class A Common StockEquity3.84%$104M2,048,115US
5IBMInternational Business Machines CorporationEquity3.70%$101M358,119US
6GOOGLAlphabet Inc. Class A Common StockEquity3.68%$100M280,396US
7AMZNAmazon.Com IncEquity3.45%$94M394,056US
8MDBMongoDB, Inc. Class AEquity3.27%$89M264,846US
9MSFTMicrosoft CorpEquity3.25%$88M236,869US
10CRWVCoreWeave, Inc. Class A Common StockEquity2.97%$81M811,395US
11NETCloudflare, Inc. Class A common stock, par value $0.001 per shareEquity2.65%$72M294,004US
12CSCOCisco Systems, Inc. Common Stock (DE)Equity2.55%$69M590,417US
13ORCLOracle CorpEquity2.55%$69M472,346US
14LUMNLumen Technologies, Inc. Common StockEquity2.28%$62M8,086,575US
15TWLOTwilio Inc.Equity2.12%$58M279,710US
16AKAMAkamai Technologies IncEquity2.07%$56M475,436US
17HPEHewlett Packard Enterprise CompanyEquity2.05%$56M1,238,907US
18DELLDell Technologies Inc.Equity2.01%$55M126,677US
19RBRKRubrik, Inc.Equity2.00%$54M678,142US
20GTLBGitLab Inc. Class A Common StockEquity1.93%$52M1,717,318US
21TTANServiceTitan, Inc. Class A Common StockEquity1.92%$52M736,911US
22SHOPShopify Inc. Class A subordinate voting sharesEquity1.89%$51M449,183CA
23FSLYFastly, Inc. Class A Common StockEquity1.86%$51M2,758,848US
24NTAPNetApp, IncEquity1.74%$47M305,948US
25WKWorkiva Inc.Equity1.73%$47M972,121US
26APPApplovin Corporation Class A Common StockEquity1.65%$45M86,979US
27HUBSHUBSPOT, INC.Equity1.62%$44M241,688US
28CRMSalesforce, Inc.Equity1.61%$44M279,026US
29NOWSERVICENOW, INC.Equity1.57%$43M428,748US
30ADBEAdobe Inc.Equity1.55%$42M205,716US
31NTSKNetskope, Inc. Class A Common StockEquity1.50%$41M3,722,470US
32RNGRINGCENTRAL, INC.Equity1.43%$39M999,580US
33TEAMAtlassian Corporation Class A Common StockEquity1.42%$39M495,511US
34SAPSAP SEEquity1.11%$30M195,548DE
35FIVNFIVE9, INC.Equity1.10%$30M1,399,686US
36WIX.COM LTDEquity1.06%$29M634,110IL
37QLYSQualys, Inc. Common StockEquity0.82%$22M162,627US
38PANWPalo Alto Networks, Inc. Common StockEquity0.79%$22M63,102US
39TOSTToast, Inc.Equity0.70%$19M682,842US
40DDOGDatadog, Inc. Class A Common StockEquity0.69%$19M71,857US
41CRWDCrowdStrike Holdings, Inc. Class A Common StockEquity0.68%$19M24,318US
42DBXDropbox, Inc. Class AEquity0.67%$18M661,241US
43VEEVVeeva Systems Inc.Equity0.67%$18M101,958US
44QTWOQ2 Holdings IncEquity0.66%$18M375,383US
45ZSZscaler, Inc. Common StockEquity0.66%$18M127,202US
46SNOWSnowflake Inc.Equity0.65%$18M69,556US
47APPFAppFolio, Inc. Class AEquity0.65%$18M110,282US
48APPNAppian Corporation Class A Common StockEquity0.64%$18M764,549US
49BOXBOX, INC.Equity0.64%$17M659,281US
50BLBlackLine, Inc. Common StockEquity0.62%$17M604,575US
51KVYOKlaviyo, Inc.Equity0.62%$17M1,122,110US
52OTEXOpen Text CorpEquity0.61%$17M745,573CA
53BLKBBlackbaud, Inc.Equity0.60%$16M549,802US
54PCTYPaylocity Holding Corporation Common StockEquity0.59%$16M154,650US
55PAYCPAYCOM SOFTWARE, INC.Equity0.59%$16M127,259US
56ELASTIC NVEquity0.58%$16M274,718NL
57ZMZoom Communications, Inc. Class A Common StockEquity0.56%$15M174,962US
58DOCUDocuSign, Inc. Common StockEquity0.55%$15M338,424US
59TTDThe Trade Desk, Inc.Equity0.55%$15M824,404US
60WDAYWorkday, Inc. Class A Common StockEquity0.55%$15M121,583US
61INTUIntuit IncEquity0.51%$14M53,608US
62ASANAsana, Inc. Class A Common StockEquity0.50%$13M1,926,799US
63FIGFigma, Inc.Equity0.46%$13M697,036US
64CITIGROUP GLOBAL MARKETS INC.Cash0.13%$3.5M3,498,665US
65DREYFUS GOVERNMENT CASH MANAGEMENT FUNDSCash0.06%$1.5M1,526,509US

Find which other funds hold a stock by opening it and choosing "ETFs holding".

Position changes between reports

ActionHoldingWeight beforeWeight afterShares vs flowsBetween reports
New positionNTSKNETSKOPE INC—1.50%—Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseORCLORACLE CORP3.76%2.55%−20.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseMDBMONGODB INC2.31%3.27%+21.2%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseFSLYFASTLY INC2.82%1.86%+22.5%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseAKAMAKAMAI TECHNOLOGIES INC2.89%2.07%−18.5%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseLUMNLUMEN TECHNOLOGIES INC3.02%2.28%−19.9%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseWIX.COM LTD1.58%1.06%+55.6%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseNETCLOUDFLARE INC2.97%2.65%−11.8%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseFIVNFIVE9 INC0.80%1.10%+14.6%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseTTANSERVICETITAN INC1.63%1.92%+23.9%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseTEAMATLASSIAN CORP1.69%1.42%−13.6%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseRBRKRUBRIK INC1.75%2.00%−18.2%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseTWLOTWILIO INC1.93%2.12%−21.4%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseNTAPNETAPP INC1.92%1.74%−29.6%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseCRMSALESFORCE INC1.78%1.61%+26.2%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseADBEADOBE INC1.72%1.55%+25.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseINTUINTUIT INC0.65%0.51%+52.7%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCSCOCISCO SYSTEMS INC2.42%2.55%−18.3%Mar 31, 2026 → Jun 30, 2026 SEC
DecreasePANWPALO ALTO NETWORKS INC0.67%0.79%−34.5%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseDBXDROPBOX INC0.56%0.67%+15.1%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseDOCNDIGITALOCEAN HOLDINGS INC3.85%3.95%−34.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseAPPFAPPFOLIO INC0.55%0.65%+36.5%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseTOSTTOAST INC0.60%0.70%+29.9%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseSNOWSNOWFLAKE INC0.55%0.65%−18.4%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseHUBSHUBSPOT INC1.71%1.62%+48.4%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseZSZSCALER INC0.59%0.66%+30.2%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseKVYOKLAVIYO INC0.69%0.62%+36.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseVEEVVEEVA SYSTEMS INC0.60%0.67%+29.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseAPPNAPPIAN CORP0.71%0.64%+11.7%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseWKWORKIVA INC1.80%1.73%+39.0%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseSHOPSHOPIFY INC1.82%1.89%+25.9%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseSAPSAP SE1.05%1.11%+37.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseQTWOQ2 HOLDINGS INC0.61%0.66%+25.8%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseWDAYWORKDAY INC0.60%0.55%+13.3%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseOTEXOPEN TEXT CORP0.56%0.61%+28.6%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseAPPAPPLOVIN CORP1.70%1.65%−12.2%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCRWVCOREWEAVE INC3.01%2.97%−10.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseTTDTRADE DESK INC (THE)0.59%0.55%+36.8%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseASANASANA INC0.46%0.50%+16.4%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseDDOGDATADOG INC0.65%0.69%−44.0%Mar 31, 2026 → Jun 30, 2026 SEC
IncreasePCTYPAYLOCITY HOLDING CORP0.63%0.59%+14.7%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCRWDCROWDSTRIKE HOLDINGS INC0.65%0.68%−37.0%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseBLBLACKLINE INC0.65%0.62%+48.4%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseFIGFIGMA INC0.45%0.46%+42.7%Mar 31, 2026 → Jun 30, 2026 SEC
IncreasePAYCPAYCOM SOFTWARE INC0.60%0.59%+11.5%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseHPEHEWLETT PACKARD ENTERPRISE COMPANY2.06%2.06%−38.2%Mar 31, 2026 → Jun 30, 2026 SEC
ExitCFLTConfluent Inc2.49%——Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseFSLYFastly Inc.0.87%2.82%−10.1%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseMDBMongoDB Inc.3.85%2.31%−19.0%Dec 31, 2025 → Mar 31, 2026 SEC
IncreasePEverpure Inc.2.76%3.41%+10.9%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseAKAMAkamai Technologies, Inc.2.38%2.89%−27.1%Dec 31, 2025 → Mar 31, 2026 SEC
New positionFIGFigma Inc.—0.45%—Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseAPPApplovin Corp.2.06%1.70%+10.4%Dec 31, 2025 → Mar 31, 2026 SEC
ExitSPTSprout Social Inc0.33%——Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseDELLDell Technologies Inc1.73%2.06%−27.9%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseTEAMATLASSIAN CORP1.99%1.69%+59.4%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseHUBSHubspot Inc2.00%1.71%+11.2%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseANETArista Networks Inc3.67%3.41%−21.6%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseORCLOracle Corp.3.53%3.76%+11.2%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseASANAsana Inc0.65%0.46%+18.9%Dec 31, 2025 → Mar 31, 2026 SEC

Share-count changes are measured after removing what creations and redemptions explain.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.