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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

Other funds holding CRPT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Client First Investment Management's CRPT Position: Q4 2024 in Review

Client First Investment Management sold out of First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q4 2024, closing a stake of 25,310 shares — an estimated $316K sold.

Client First Investment Management first reported a position in CRPT in Q4 2023 and held it in 4 quarters. The position peaked at $1.66M in Q4 2023. 48 funds tracked by Wall St. Rank hold CRPT as of Q4 2024.

  • Client First Investment Management reported no remaining First Trust SkyBridge Crypto Industry and Digital Economy ETF position as of Q4 2024 after selling out during the quarter.
  • Client First Investment Management sold 25,310 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q4 2024, an estimated $316K.
  • Client First Investment Management first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q4 2023 and held it in 4 quarters.
  • Client First Investment Management's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $1.66M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q4 2024.

Based on Client First Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.