CRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF

Grow my money4y track recordRanked #1,620 of 2,960 in this goal

Seeks capital appreciation.

By First Trust · Launched 2021

Annual Cost

0.85%

#4,336 of 5,562 · expensive

Fund Size

$115M

#2,806 of 5,562 · mid-size

Return (1Y)Goal

-35.7%

Track Record

4 years

#2,472 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$6,295-37.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 68.4% of fundconcentrated

J.P. MORGAN SECURITIES LLC

14.4%

Metaplanet Inc

13.1%

Robinhood Markets Inc

8.9%

iShares Bitcoin Trust ETF

5.3%

Fidelity Wise Origin Bitcoin Fund

4.9%

VanEck Bitcoin ETF/US

4.5%

Bitwise Bitcoin ETF

4.4%

Invesco Galaxy Bitcoin Etf

4.4%

Cleanspark Inc

4.3%

Strategy Inc

4.3%

Asset allocation

Stocks

77.4%

Other

22.3%

Cash

0.3%

By sector

Financial Services

70.1%

Technology

15.6%

Consumer Cyclical

14.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

58.1%High

Year-on-year price swings

Max drawdown

-88.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.79Decent risk-adjusted returns

Sortino (3Y)

1.26Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks and ADRs of Crypto Industry and Digital Economy Companies, with at least 50% in Crypto Industry Companies. May invest up to 25% in Bitcoin Exchange-Traded Products.
Inception date: September 20, 2021
Fund family: First Trust