Financial Engines Advisors
BTF icon

Financial Engines Advisors’s CoinShares Bitcoin and Ether ETF BTF Stock Holding History

Financial Engines Advisors’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,323
Closed -$134K – 280
2023
Q2 		$134K Buy
+2,323
New +$126K ﹤0.01% 280

Other funds holding BTF

SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
IIL
Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Engines Advisors's BTF Position: Q3 2023 in Review

Financial Engines Advisors sold out of CoinShares Bitcoin and Ether ETF (BTF) in Q3 2023, closing a stake of 2,323 shares — an estimated $134K sold.

Financial Engines Advisors first reported a position in BTF in Q2 2023 and held it in 1 quarter. The position peaked at $134K in Q2 2023. 12 funds tracked by Wall St. Rank hold BTF as of Q3 2023.

  • Financial Engines Advisors reported no remaining CoinShares Bitcoin and Ether ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 2,323 CoinShares Bitcoin and Ether ETF shares in Q3 2023, an estimated $134K.
  • Financial Engines Advisors first reported a position in CoinShares Bitcoin and Ether ETF in Q2 2023 and held it in 1 quarter.
  • Financial Engines Advisors's CoinShares Bitcoin and Ether ETF position peaked at $134K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held CoinShares Bitcoin and Ether ETF as of Q3 2023.

Based on Financial Engines Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.