Great Valley Advisor Group’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Great Valley Advisor Group’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 Q2	–	Sell	-10,992	Closed	-$159K	–	786
2024 Q1	$159K	Sell	10,992 -200	-2%	-$2.06K	﹤0.01%	721
2023 Q4	$108K	Sell	11,192 -400	-3%	-$2.66K	﹤0.01%	688
2023 Q3	$57K	Sell	11,592 -200	-2%	-$1.26K	﹤0.01%	661
2023 Q2	$72K	Buy	11,792 +998	+9%	+$5.1K	﹤0.01%	688
2023 Q1	$53K	Sell	10,794 -6,500	-38%	-$28.7K	﹤0.01%	684
2022 Q4	$57K	Buy	+17,294	New	+$77.7K	﹤0.01%	674

Other funds holding CRPT

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

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

MFS

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

CFIM

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

CAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

IFG

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

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

Great Valley Advisor Group's CRPT Position: Q2 2024 in Review

Great Valley Advisor Group sold out of First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) in Q2 2024, closing a stake of 10,992 shares — an estimated $159K sold.

Great Valley Advisor Group first reported a position in CRPT in Q4 2022 and held it in 6 quarters. The position peaked at $159K in Q1 2024. 41 funds tracked by Wall St. Rank hold CRPT as of Q2 2024.

Great Valley Advisor Group reported no remaining First Trust SkyBridge Crypto Industry and Digital Economy ETF position as of Q2 2024 after selling out during the quarter.
Great Valley Advisor Group sold 10,992 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q2 2024, an estimated $159K.
Great Valley Advisor Group first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q4 2022 and held it in 6 quarters.
Great Valley Advisor Group's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $159K in Q1 2024.
41 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q2 2024.

Based on Great Valley Advisor Group's 13F filing for Q2 2024, filed 16 Jul 2024.