Concourse Financial Group Securities’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-250	Closed	-$4.99K	–	427
2024 Q4	$4.99K	Sell	250 -720	-74%	-$12.4K	﹤0.01%	1881
2024 Q3	$12.1K	Hold	970	–	–	﹤0.01%	1649
2024 Q2	$13K	Buy	+970	New	+$12.2K	﹤0.01%	1625
2024 Q1	–	Sell	-1,200	Closed	-$12.3K	–	2318
2023 Q4	$11.6K	Hold	1,200	–	–	﹤0.01%	1647
2023 Q3	$5.93K	Hold	1,200	–	–	﹤0.01%	1772
2023 Q2	$7.32K	Hold	1,200	–	–	﹤0.01%	1742
2023 Q1	$5.92K	Hold	1,200	–	–	﹤0.01%	1817
2022 Q4	$3.95K	Hold	1,200	–	–	﹤0.01%	1908
2022 Q3	$7K	Hold	1,200	–	–	﹤0.01%	1562
2022 Q2	$5K	Buy	1,200 +1,000	+500%	+$8.33K	﹤0.01%	1832
2022 Q1	$3K	Buy	+200	New	+$2.78K	﹤0.01%	1943

Other funds holding CRPT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

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

Concourse Financial Group Securities's CRPT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q1 2025, closing a stake of 250 shares — an estimated $4.99K sold.

Concourse Financial Group Securities first reported a position in CRPT in Q1 2022 and held it in 11 quarters. The position peaked at $13K in Q2 2024. 55 funds tracked by Wall St. Rank hold CRPT as of Q1 2025.

Concourse Financial Group Securities reported no remaining First Trust SkyBridge Crypto Industry and Digital Economy ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 250 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q1 2025, an estimated $4.99K.
Concourse Financial Group Securities first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q1 2022 and held it in 11 quarters.
Concourse Financial Group Securities's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $13K in Q2 2024.
55 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.