EFS
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.72M Buy
18,265
+13,429
+278% +$1.26M 0.11% 170
2025
Q1 		$348K Sell
4,836
-428
-8% -$30.8K 0.03% 464
2024
Q4 		$429K Buy
+5,264
New +$429K 0.03% 410