Fiduciary Alliance’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Fiduciary Alliance’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	–	Sell	-43,631	Closed	-$2.23M	–	524
2026 Q2	$2.23M	Buy	43,631 +1,099	+3%	+$68.7K	0.15%	163
2026 Q1	$2.78M	Sell	42,532 -6,133	-13%	-$408K	0.17%	140
2025 Q4	$3.71M	Buy	48,665 +1,438	+3%	+$125K	0.24%	99
2025 Q3	$4.71M	Sell	47,227 -236	-0.5%	-$23.6K	0.32%	80
2025 Q2	$4.46M	Buy	47,463 +1,100	+2%	+$94.7K	0.33%	73
2025 Q1	$3.34M	Sell	46,363 -557	-1%	-$45.3K	0.33%	74
2024 Q4	$3.83M	Buy	46,920 +902	+2%	+$65.4K	0.39%	68
2024 Q3	$2.56M	Buy	+46,018	New	+$2.45M	0.34%	76

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

Fiduciary Alliance's FBTC Position: Q3 2026 in Review

Fiduciary Alliance sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026, closing a stake of 43,631 shares — an estimated $2.23M sold.

Fiduciary Alliance first reported a position in FBTC in Q3 2024 and held it in 8 quarters. The position peaked at $4.71M in Q3 2025. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Fiduciary Alliance reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2026 after selling out during the quarter.
Fiduciary Alliance sold 43,631 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $2.23M.
Fiduciary Alliance first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 8 quarters.
Fiduciary Alliance's Fidelity Wise Origin Bitcoin Fund position peaked at $4.71M in Q3 2025.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.