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

Client First Investment 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
2024 Q4	–	Sell	-25,310	Closed	-$316K	–	25
2024 Q3	$316K	Sell	25,310 -80,460	-76%	-$1.01M	0.24%	21
2024 Q2	$1.42M	Buy	105,770 +4,666	+5%	+$58.6K	1.1%	14
2024 Q1	$1.46M	Sell	101,104 -70,290	-41%	-$722K	1.16%	12
2023 Q4	$1.66M	Buy	+171,394	New	+$1.14M	1.61%	10

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Commonwealth Equity Services

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HighTower Advisors

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return