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

Orion Portfolio 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
2025 Q1	$313K	Buy	25,565 +6,274	+33%	+$102K	﹤0.01%	1607
2024 Q4	$322K	Buy	19,291 +6,842	+55%	+$118K	﹤0.01%	1525
2024 Q3	$156K	Sell	12,449 -138	-1%	-$1.73K	﹤0.01%	1729
2024 Q2	$169K	Buy	12,587 +1,265	+11%	+$15.9K	﹤0.01%	1656
2024 Q1	$164K	Buy	11,322 +344	+3%	+$3.54K	﹤0.01%	1626
2023 Q4	$104K	Buy	+10,978	New	+$73K	﹤0.01%	1617
2023 Q3	–	Sell	-12,800	Closed	-$78.1K	–	1620
2023 Q2	$78.1K	Buy	12,800 +1,097	+9%	+$5.61K	﹤0.01%	1604
2023 Q1	$57.8K	Buy	+11,703	New	+$51.7K	﹤0.01%	1541

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 $71.6B AUM 21.08% 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

Orion Portfolio Solutions's CRPT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) stake by 33% in Q1 2025, buying an estimated $102K and bringing the position to 25,565 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Orion Portfolio Solutions first reported a position in CRPT in Q1 2023 and has held it in 8 quarters since. The position peaked at $322K in Q4 2024. 55 funds tracked by Wall St. Rank hold CRPT as of Q1 2025.

Orion Portfolio Solutions held 25,565 shares of First Trust SkyBridge Crypto Industry and Digital Economy ETF worth $313K as of Q1 2025.
Orion Portfolio Solutions bought 6,274 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q1 2025, an estimated $102K.
First Trust SkyBridge Crypto Industry and Digital Economy ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1607 holding.
Orion Portfolio Solutions first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q1 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $322K in Q4 2024.
55 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.