Ownership history in MGO ONE SEVEN LLC Β· 22 quarters on record
This page tracks every 13F SEC filing in which MGO ONE SEVEN LLC reported a position in FIRST TRUST CLOUD COMPUTING ETF (SKYY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MGO ONE SEVEN LLC outperformed the S&P 500 by +7.0% annually on this SKYY position. Timing score: 48% (10/21 decisions correct). Average cost basis: $69.35. Maximum drawdown during holding period: β45.2%.
π₯ Exceptional β beat the S&P 500 by 7.0% per year on this position.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 21 add/trim decisions correct
Best entry: $47.64 (2018 Q4) Β· Worst: $119.12 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 10 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size