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Cassaday & Co Wealth Management’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q2 		$88.3K Buy
7,769
+2,896
+59% +$40.2K ﹤0.01% 509
2026
Q1 		$56.7K Buy
+4,873
New +$68.8K ﹤0.01% 586

Other funds holding CRPT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Cassaday & Co Wealth Management's CRPT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) stake by 59% in Q2 2026, buying an estimated $40.2K and bringing the position to 7,769 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Cassaday & Co Wealth Management first reported a position in CRPT in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold CRPT as of Q2 2026.

  • Cassaday & Co Wealth Management held 7,769 shares of First Trust SkyBridge Crypto Industry and Digital Economy ETF worth $88.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2,896 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q2 2026, an estimated $40.2K.
  • First Trust SkyBridge Crypto Industry and Digital Economy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Cassaday & Co Wealth Management first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.