AE Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

AE Wealth Management’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	28,184 +4,820	+21%	+$301K	0.01%	776
2026 Q1	$1.38M	Buy	23,364 +2,411	+12%	+$160K	0.01%	755
2025 Q4	$1.6M	Sell	20,953 -2,058	-9%	-$180K	0.01%	674
2025 Q3	$2.3M	Buy	23,011 +9,055	+65%	+$905K	0.01%	531
2025 Q2	$1.31M	Sell	13,956 -1,069	-7%	-$92K	0.01%	650
2025 Q1	$1.08M	Buy	15,025 +2,916	+24%	+$237K	0.01%	686
2024 Q4	$988K	Sell	12,109 -407	-3%	-$29.5K	0.01%	700
2024 Q3	$695K	Sell	12,516 -1,126	-8%	-$60K	0.01%	799
2024 Q2	$716K	Buy	13,642 +8,125	+147%	+$466K	0.01%	790
2024 Q1	$342K	Buy	+5,517	New	+$264K	﹤0.01%	924

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

AE Wealth Management's FBTC Position: Q2 2026 in Review

AE Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 21% in Q2 2026, buying an estimated $301K and bringing the position to 28,184 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #776.

AE Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.3M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

AE Wealth Management held 28,184 shares of Fidelity Wise Origin Bitcoin Fund worth $1.44M as of Q2 2026.
AE Wealth Management bought 4,820 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $301K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #776 holding.
AE Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
AE Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.3M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.