Arkadios Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$249K Buy
4,214
+1,816
+76% +$121K ﹤0.01% 1461
2025
Q4
$183K Sell
2,398
-2,607
-52% -$227K ﹤0.01% 1461
2025
Q3
$500K Buy
5,005
+1,204
+32% +$120K 0.01% 935
2025
Q2
$357K Buy
+3,801
New +$327K 0.01% 987

Other funds holding FBTC

Arkadios Wealth Advisors's FBTC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 76% in Q1 2026, buying an estimated $121K and bringing the position to 4,214 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Arkadios Wealth Advisors first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $500K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Arkadios Wealth Advisors held 4,214 shares of Fidelity Wise Origin Bitcoin Fund worth $249K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,816 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $121K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1461 holding.
  • Arkadios Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $500K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.