Revenue distribution by industry:

1. Technology: approx. 60%
2. Telecommunications: approx. 20%
3. Services: approx. 15%
4. Other: approx. 5%

TOP 3 Markets:

1. USA: approx. 55%
2. Europe: approx. 25%
3. Asia-Pacific: approx. 15%

The First Trust Cloud Computing ETF (SKYY) mainly invests in companies operating in the field of cloud computing. The majority of revenues come from the technology sector, particularly from companies providing cloud infrastructure, platforms, and software. Telecommunications companies also make a significant contribution, as they often provide the network infrastructure for cloud services.

The USA is the largest market for the ETF, reflecting the dominance of American technology companies in the cloud sector. Europe and the Asia-Pacific region follow, with the latter gaining importance due to the growing digitization and cloud adoption in the region.

First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF (NasdaqGM:SKYY) is an exchange-traded fund (ETF) and not a company that produces physical products.

This ETF invests in companies operating in the field of cloud computing. Therefore, the ETF itself does not produce any products, but holds shares in various companies active in the cloud computing industry. The production sites would refer to the individual companies included in the ETF's portfolio.

Strategy for Future Growth:

The First Trust Cloud Computing ETF (SKYY) pursues a strategy that aims at diversification within the cloud computing industry.

The ETF invests in companies operating in the areas of infrastructure, platforms, and Software-as-a-Service (SaaS). This strategy enables the ETF to benefit from the broad acceptance and growth of the cloud computing sector.

Future growth is sought through the continuous inclusion of innovative and high-growth companies in the portfolio. The focus is on identifying market leaders and emerging companies that benefit from technological advancements and the increasing demand for cloud solutions.

Another aspect of the growth strategy is adapting to market trends and technological developments to ensure that the portfolio is always optimally positioned to take advantage of new opportunities.

Current data on commodity imports: Not specifically available for ETFs

Since the First Trust Cloud Computing ETF (NasdaqGM:SKYY) is an exchange-traded fund that invests in companies operating in the field of cloud computing, the ETF itself does not import any commodities or materials. Instead, it invests in stocks of companies that may import commodities or materials.

Companies in the cloud computing sector could indirectly depend on commodities such as semiconductors, rare earths, and other technological components. These materials are often imported from countries like China, the USA, Japan, and South Korea.

For more detailed information on the commodity imports of individual companies in the ETF portfolio, it would be necessary to consult the respective companies' annual reports or industry analyses.

Current market share of SKYY: Estimated 10% in the cloud computing ETF segment (2026)

Competitive advantage: Moderate to strong

The First Trust Cloud Computing ETF (SKYY) has established itself as one of the leading ETFs in the cloud computing sector. The ETF's competitive advantage lies in its focused approach to the cloud computing sector, which has experienced strong growth in recent years.

SKYY offers investors a diversified opportunity to invest in leading companies in the cloud industry, supported by the increasing demand for cloud services. The ETF benefits from First Trust's expertise in managing thematic ETFs and its ability to identify and capitalize on trends early.

Despite competition from other thematic ETFs and funds, SKYY has a solid competitive advantage due to its specialized focus and selection of high-growth potential companies. Analysts expect the ETF to continue benefiting from the expansion of the cloud market.

Institutional Investor Share: Estimated at around 70% (2026)

Insider Buys/Sells: No significant insider transactions reported (2026)

The institutional investor share in ETFs such as the First Trust Cloud Computing ETF is usually high, as such funds are often held by large investment companies, pension funds, and other institutional investors. An estimate of 70% is realistic, based on similar ETFs and market trends.

Insider buys or sells are less relevant for ETFs, as these funds consist of a basket of stocks and are not issued by a single company. Therefore, there are usually no significant insider transactions reported.

Market share of First Trust Cloud Computing ETF (SKYY): Estimate 5% (2026)

Main competitors and their market shares:

1. Global X Cloud Computing ETF (CLOU): Estimate 6%
2. WisdomTree Cloud Computing Fund (WCLD): Estimate 5.5%
3. iShares Expanded Tech-Software Sector ETF (IGV): Estimate 4.5%
4. ARK Next Generation Internet ETF (ARKW): Estimate 4%
5. SPDR S&P Software & Services ETF (XSW): Estimate 3.5%

The First Trust Cloud Computing ETF (SKYY) holds a significant market share in the cloud computing ETF sector, but not a dominant one. The market is highly fragmented, and the differences in market shares among the leading ETFs are relatively small.

SKYY's moat mainly lies in its established position and the diversification of its investments in leading cloud computing companies. However, the moat is not significantly stronger than that of its competitors. Other ETFs like CLOU and WCLD also offer attractive portfolios and have similar market shares, indicating intense competition.

Overall, the competing ETFs have comparable advantages, and there is no clear market leader with an overwhelming moat. The choice of a specific ETF could therefore depend on investors' specific investment strategies and preferences.

Assets under Management (AUM): $6.5 billion (2025) Annual Growth Rate of the Cloud Market: 19.1% (2025)

The First Trust Cloud Computing ETF (SKYY) invests in companies operating in the cloud computing sector, an industry that has seen significant growth in recent years. The ETF provides broad diversification within the cloud sector, reducing the risk of individual company failures.

The growth rate of the cloud market is over 19% annually, indicating strong demand for cloud services. This could have a positive impact on the ETF's performance, as many of the companies included in the ETF benefit from this demand.

Additionally, the ETF provides access to a variety of companies of different sizes and geographic locations, enabling a balanced risk distribution. Given the positive market trends and diversification, the ETF could be an attractive investment opportunity for investors looking to participate in the long-term development of the cloud sector.

Dividend Yield: 0.5% (estimated for 2026)

The First Trust Cloud Computing ETF (NasdaqGM:SKYY) is known for paying out a low but steady dividend. Due to the nature of the ETF, which invests in growth-oriented cloud computing companies, the dividends are relatively low compared to other sectors.

The payouts are typically quarterly and can be considered reliable as they are based on the earnings of the companies included in the ETF. Since many of these companies reinvest their profits to further promote growth, the dividend yield tends to remain low.