Coppell Advisory Solutions’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	$1.21K	Buy	+125	New	+$831	﹤0.01%	1385
2023 Q3	–	Sell	-125	Closed	-$753	–	1269
2023 Q2	$753	Buy	+125	New	+$639	﹤0.01%	1188

Other funds holding CRPT

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Coppell Advisory Solutions's CRPT Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q4 2023: 125 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in CRPT as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in CRPT in Q2 2023 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold CRPT as of Q4 2023.

Coppell Advisory Solutions held 125 shares of First Trust SkyBridge Crypto Industry and Digital Economy ETF worth $1.21K as of Q4 2023.
First Trust SkyBridge Crypto Industry and Digital Economy ETF was a new Coppell Advisory Solutions position in Q4 2023.
First Trust SkyBridge Crypto Industry and Digital Economy ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1385 holding.
Coppell Advisory Solutions first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q2 2023 and has held it in 2 quarters since.
39 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.