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Avidian Wealth Enterprises’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Avidian Wealth Enterprises’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 		$256K Sell
4,331
-1,236
-22% -$82.2K 0.01% 576
2025
Q4 		$424K Buy
5,567
+1,968
+55% +$172K 0.02% 408
2025
Q3 		$359K Buy
+3,599
New +$360K 0.01% 432

Other funds holding FBTC

Millennium Management
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Avidian Wealth Enterprises's FBTC Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 22% in Q1 2026, selling an estimated $82.2K and leaving 4,331 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #576.

Avidian Wealth Enterprises first reported a position in FBTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Avidian Wealth Enterprises held 4,331 shares of Fidelity Wise Origin Bitcoin Fund worth $256K as of Q1 2026.
  • Avidian Wealth Enterprises sold 1,236 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $82.2K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #576 holding.
  • Avidian Wealth Enterprises first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Fidelity Wise Origin Bitcoin Fund position peaked at $424K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.