Centric Wealth Management
CRPT icon

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

Centric 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
Q3 		$138K Sell
11,434
-1,386
-11% -$18.3K 0.02% 220
2026
Q2 		$198K Hold
12,820
– – 0.03% 205
2026
Q1 		$198K Sell
12,820
-12,299
-49% -$174K 0.04% 200
2025
Q4 		$366K Sell
25,119
-2,759
-10% -$52.4K 0.08% 144
2025
Q3 		$601K Sell
27,878
-360
-1% -$8.04K 0.13% 112
2025
Q2 		$630K Buy
28,238
+972
+4% +$17K 0.15% 105
2025
Q1 		$333K Buy
27,266
+6,351
+30% +$103K 0.09% 130
2024
Q4 		$349K Buy
20,915
+3,739
+22% +$64.6K 0.09% 134
2024
Q3 		$295K Buy
17,176
+406
+2% +$5.08K 0.08% 144
2024
Q2 		$249K Sell
16,770
-4,368
-21% -$54.9K 0.07% 144
2024
Q1 		$224K Buy
21,138
+1,340
+7% +$13.8K 0.07% 148
2023
Q4 		$139K Buy
19,798
+1,962
+11% +$13K 0.05% 152
2023
Q3 		$88.1K Buy
17,836
+2,425
+16% +$15.2K 0.04% 119
2023
Q2 		$112K Buy
15,411
+970
+7% +$4.96K 0.04% 116
2023
Q1 		$71.3K Buy
14,441
+4,159
+40% +$18.4K 0.03% 104
2022
Q4 		$33.8K Buy
+10,282
New +$46.2K 0.02% 101

Other funds holding CRPT

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Centric Wealth Management's CRPT Position: Q3 2026 in Review

Centric Wealth Management reduced its First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) stake by 11% in Q3 2026, selling an estimated $18.3K and leaving 11,434 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #220.

Centric Wealth Management first reported a position in CRPT in Q4 2022 and has held it in 16 quarters since. The position peaked at $630K in Q2 2025. 57 funds tracked by Wall St. Rank hold CRPT as of Q3 2026.

  • Centric Wealth Management held 11,434 shares of First Trust SkyBridge Crypto Industry and Digital Economy ETF worth $138K as of Q3 2026.
  • Centric Wealth Management sold 1,386 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q3 2026, an estimated $18.3K.
  • First Trust SkyBridge Crypto Industry and Digital Economy ETF made up 0.02% of Centric Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Centric Wealth Management first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q4 2022 and has held it in 16 quarters since.
  • Centric Wealth Management's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $630K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.