FFA
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Farther Finance Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Farther Finance Advisors’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 		$5.49M Buy
75,510
+13,969
+23% +$865K 0.04% 400
2026
Q2 		$3.14M Buy
61,541
+4,075
+7% +$255K 0.02% 545
2026
Q1 		$3.41M Buy
57,466
+21,483
+60% +$1.43M 0.03% 460
2025
Q4 		$2.74M Sell
35,983
-17,674
-33% -$1.54M 0.03% 477
2025
Q3 		$5.36M Sell
53,657
-124
-0.2% -$12.4K 0.08% 210
2025
Q2 		$5.05M Buy
53,781
+46,289
+618% +$3.98M 0.1% 185
2025
Q1 		$556K Buy
7,492
+1,423
+23% +$116K 0.01% 736
2024
Q4 		$495K Buy
6,069
+5,344
+737% +$388K 0.02% 586
2024
Q3 		$40.2K Sell
725
-64
-8% -$3.41K ﹤0.01% 1766
2024
Q2 		$43.6K Sell
789
-857
-52% -$49.1K ﹤0.01% 1476
2024
Q1 		$100K Buy
+1,646
New +$78.8K 0.01% 943

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Farther Finance Advisors's FBTC Position: Q3 2026 in Review

Farther Finance Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 23% in Q3 2026, buying an estimated $865K and bringing the position to 75,510 shares worth $5.49M. The position accounts for 0.04% of the portfolio, ranked #400.

Farther Finance Advisors first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Farther Finance Advisors held 75,510 shares of Fidelity Wise Origin Bitcoin Fund worth $5.49M as of Q3 2026.
  • Farther Finance Advisors bought 13,969 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $865K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #400 holding.
  • Farther Finance Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • 27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.