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Cape Investment Advisory’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Cape Investment Advisory’s Portfolio CRPT Stock Details CRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-76
Closed -$735 – 967
2023
Q4 		$735 Buy
+76
New +$505 ﹤0.01% 1039

Other funds holding CRPT

GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cape Investment Advisory's CRPT Position: Q1 2024 in Review

Cape Investment Advisory sold out of First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q1 2024, closing a stake of 76 shares — an estimated $735 sold.

Cape Investment Advisory first reported a position in CRPT in Q4 2023 and held it in 1 quarter. The position peaked at $735 in Q4 2023. 43 funds tracked by Wall St. Rank hold CRPT as of Q1 2024.

  • Cape Investment Advisory reported no remaining First Trust SkyBridge Crypto Industry and Digital Economy ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 76 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q1 2024, an estimated $735.
  • Cape Investment Advisory first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $735 in Q4 2023.
  • 43 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.