Demars Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Demars Financial Group’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 Q3	$269K	Buy	+3,701	New	+$229K	0.07%	106
2026 Q2	–	Sell	-17,402	Closed	-$1.03M	–	118
2026 Q1	$1.03M	Buy	17,402 +8,274	+91%	+$550K	0.34%	37
2025 Q4	$696K	Buy	9,128 +1,419	+18%	+$124K	0.23%	43
2025 Q3	$769K	Buy	7,709 +231	+3%	+$23.1K	0.27%	39
2025 Q2	$703K	Buy	+7,478	New	+$644K	0.27%	39

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Demars Financial Group's FBTC Position: Q3 2026 in Review

Demars Financial Group opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 3,701 shares worth $269K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Demars Financial Group previously reported a position in FBTC as recently as Q1 2026.

Demars Financial Group first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Demars Financial Group held 3,701 shares of Fidelity Wise Origin Bitcoin Fund worth $269K as of Q3 2026.
Fidelity Wise Origin Bitcoin Fund was a new Demars Financial Group position in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.07% of Demars Financial Group's portfolio in Q3 2026, its #106 holding.
Demars Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
Demars Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.03M in Q1 2026.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.