[On :Freetrade:] First Trust Cloud Computing ETF (FSKY)

First Trust Cloud Computing ETF

TICKER: SKYY

I have this in my AJ Bell ISA and I love it, nothing like it in the market with the same kind of returns and fees.

This would be a big help for me to move my stuff over!

Great! I’m glad, I’ve been reading about it recently. Thanks for the vote!

Guess what we’d be wanting here is the First Trust Cloud Computing UCITS ETF. (The ticker is FSKY for the GBP-denominated version listed on the LSE.)

The first Cloud ETF in Europe was HAN-GINS Cloud Technology UCITS ETF - SKYY (USD) & SYKP (GBP) on LSE. First Trust were second. Also SKYY had mush better performance last year is more diversified and global as well. Check it out here https://www.hanetf.com/product/2/fund/han-gins-cloud-technology-ucits-etf-acc

I’m giving this another bump.

Would be great for Freetrade to add FSKY when they come to add more ETFs

SKYY LN is better than FSKY. id prefer that one

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Just look at those holdings!! Would love to see this on FT!!

Not sure the original poster has got the name of the ETF right though…

HAN-GINS Cloud Technology UCITS ETF - SKYP

Interestingly this is a very different set of holdings than KWLD.

Does anyone think this is better for their goals?

Total Number of Holdings (excluding cash): 64

Security Name Identifier Classification Shares / Quantity Market Value Weighting Descending sort
Amazon.com, Inc. AMZN Internet & Direct Marketing Retail 68,240 $186,595,456.00 4.33%
Alibaba Group Holding Limited (ADR) BABA Internet & Direct Marketing Retail 803,614 $181,793,559.08 4.22%
Microsoft Corporation MSFT Software 909,475 $179,930,534.00 4.18%
Oracle Corporation ORCL Software 3,099,527 $168,738,249.88 3.92%
Alphabet Inc. (Class A) GOOGL Interactive Media & Services 116,260 $166,565,702.00 3.87%
VMware, Inc. VMW Software 1,066,499 $162,886,392.27 3.78%
Fastly, Inc. (Class A) FSLY IT Services 1,931,638 $146,939,702.66 3.41%
CenturyLink, Inc. CTL Diversified Telecommunication Services 14,128,643 $137,612,982.82 3.19%
MongoDB, Inc. MDB IT Services 598,358 $130,346,306.72 3.03%
Arista Networks, Inc. ANET Communications Equipment 594,897 $124,482,197.25 2.89%
Citrix Systems, Inc. CTXS Software 750,120 $106,644,560.40 2.48%
Akamai Technologies, Inc. AKAM IT Services 1,050,167 $106,035,361.99 2.46%
Cisco Systems, Inc. CSCO Communications Equipment 2,323,455 $103,974,611.25 2.41%
Shopify Inc. (Class A) SHOP IT Services 109,965 $98,638,605.00 2.29%
Adobe Incorporated ADBE Software 215,549 $93,048,192.32 2.16%
HubSpot, Inc. HUBS Software 416,781 $91,312,549.29 2.12%
Twilio Inc. (Class A) TWLO IT Services 421,716 $89,475,483.72 2.08%
salesforce.com, inc. CRM Software 476,747 $88,460,405.85 2.05%
Splunk Inc. SPLK Software 448,399 $85,469,333.39 1.98%
ServiceNow, Inc. NOW Software 214,807 $84,404,114.51 1.96%
Five9, Inc. FIVN Software 799,721 $82,883,084.44 1.92%
Atlassian Corporation Plc (Class A) TEAM Software 449,705 $79,516,838.10 1.85%
Hewlett Packard Enterprise Company HPE Technology Hardware, Storage & Peripherals 8,581,952 $79,554,695.04 1.85%
Nutanix, Inc. (Class A) NTNX Software 3,463,457 $78,585,839.33 1.82%
Pure Storage, Inc. (Class A) PSTG Technology Hardware, Storage & Peripherals 4,732,013 $78,078,214.50 1.81%
International Business Machines Corporation IBM IT Services 667,181 $77,673,212.02 1.80%
MicroStrategy Incorporated MSTR Software 669,432 $76,569,632.16 1.78%
NetApp, Inc. NTAP Technology Hardware, Storage & Peripherals 1,870,917 $76,651,469.49 1.78%
Cloudera, Inc. CLDR Software 5,419,884 $65,201,204.52 1.51%
SAP SE (ADR) SAP Software 433,676 $58,914,884.60 1.37%
Appian Corporation APPN Software 975,314 $48,638,909.18 1.13%
Zoom Video Communications, Inc. (Class A) ZM Software 154,766 $39,604,619.40 0.92%
Avalara, Inc. AVLR Software 259,453 $34,022,071.89 0.79%
Cloudflare, Inc. (Class A) NET Software 955,518 $33,443,130.00 0.78%
CrowdStrike Holdings, Inc. (Class A) CRWD Software 316,331 $32,803,524.70 0.76%
DocuSign, Inc. DOCU Software 198,778 $32,581,701.98 0.76%
Workiva Inc. WK Software 623,639 $32,890,720.86 0.76%
SVMK Inc. SVMK Software 1,378,507 $31,733,231.14 0.74%
Coupa Software Incorporated COUP Software 122,091 $31,488,489.81 0.73%
Zscaler, Inc. ZS Software 283,178 $30,656,850.28 0.71%
BlackLine, Inc. BL Software 373,846 $30,251,618.32 0.70%
Tabula Rasa HealthCare, Inc. TRHC Health Care Technology 519,877 $30,121,673.38 0.70%
Veeva Systems Inc. (Class A) VEEV Health Care Technology 126,910 $29,736,282.10 0.69%
Zuora, Inc. (Class A) ZUO Software 2,312,815 $29,580,903.85 0.69%
Elastic N.V. ESTC Software 323,290 $29,467,883.50 0.68%
Mimecast Limited MIME Software 664,838 $29,266,168.76 0.68%
New Relic, Inc. NEWR Software 419,907 $29,338,902.09 0.68%
Paycom Software, Inc. PAYC Software 93,454 $29,210,916.78 0.68%
Box, Inc. (Class A) BOX Software 1,390,237 $28,263,518.21 0.66%
Open Text Corporation OTEX Software 668,678 $28,345,260.42 0.66%
AppFolio, Inc. (Class A) APPF Software 175,239 $27,826,200.81 0.65%
Dropbox, Inc. (Class A) DBX Software 1,230,699 $27,863,025.36 0.65%
Q2 Holdings, Inc. QTWO Software 336,203 $28,204,069.67 0.65%
Intuit Inc. INTU Software 95,679 $27,376,632.27 0.64%
Blackbaud, Inc. BLKB Software 473,929 $27,103,999.51 0.63%
Cornerstone OnDemand, Inc. CSOD Software 718,677 $27,072,562.59 0.63%
Workday, Inc. (Class A) WDAY Software 151,432 $27,268,360.24 0.63%
Anaplan, Inc. PLAN Software 604,896 $26,494,444.80 0.62%
FireEye, Inc. FEYE Software 2,225,716 $26,441,506.08 0.61%
Palo Alto Networks, Inc. PANW Software 118,066 $26,375,944.40 0.61%
Zendesk, Inc. ZEN Software 323,927 $26,484,271.52 0.61%
Teradata Corporation TDC Software 1,297,383 $26,038,476.81 0.60%
Everbridge, Inc. EVBG Software 189,913 $25,511,013.29 0.59%
Smartsheet Inc. (Class A) SMAR Software 481,734 $25,435,555.20 0.59%
US Dollar $USD Other 3,887,079 $3,887,078.51 0.09%

Holdings are subject to change.

The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund’s custodian and accounting agent. With respect to the market value of the Fund’s holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund’s accounting agent.

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I much prefer this ETF to KLWD.

This one is less risky as it has more holdings and more big caps. (0.4%)
KLWD is more risky as it has fewer holdings with mostly mid caps. (0.6%)

All depends on your risk tolerance (and fees)

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I’ve been looking at this and comparing it to FSKY - and yes the fees for this are very high, although I agree that the holdings are potentially a lot more attractive to me

I spent the weekend somewhat ill and on Youtube, watching analyses of the stocks in these ETFs. I’ll put a small amount in Fastly and see if I can get returns above this ETF. I might put some money into one of the ETFs as well, to get a more balanced position in the cloud space.

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