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Essex Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Essex Financial Services’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 		$991K Sell
16,791
-481
-3% -$32K 0.06% 295
2025
Q4 		$1.32M Sell
17,272
-372
-2% -$32.5K 0.07% 223
2025
Q3 		$1.76M Sell
17,644
-621
-3% -$62K 0.11% 177
2025
Q2 		$1.72M Buy
18,265
+13,429
+278% +$1.16M 0.11% 170
2025
Q1 		$348K Sell
4,836
-428
-8% -$34.8K 0.03% 464
2024
Q4 		$429K Buy
+5,264
New +$382K 0.03% 410

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

Essex Financial Services's FBTC Position: Q1 2026 in Review

Essex Financial Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.8% in Q1 2026, selling an estimated $32K and leaving 16,791 shares worth $991K. The position accounts for 0.06% of the portfolio, ranked #295.

Essex Financial Services first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Essex Financial Services held 16,791 shares of Fidelity Wise Origin Bitcoin Fund worth $991K as of Q1 2026.
  • Essex Financial Services sold 481 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $32K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #295 holding.
  • Essex Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Essex Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $1.76M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.