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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AE Wealth Management's FBTC Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q1 2026, buying an estimated $160K and bringing the position to 23,364 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #755.

AE Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

AE Wealth Management held 23,364 shares of Fidelity Wise Origin Bitcoin Fund worth $1.38M as of Q1 2026.
AE Wealth Management bought 2,411 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $160K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #755 holding.
AE Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
AE Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.3M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.