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

Financial Designs’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 Q2	$1.44M	Sell	28,136 -2,073	-7%	-$130K	0.77%	14
2026 Q1	$1.78M	Sell	30,209 -739	-2%	-$49.2K	0.99%	15
2025 Q4	$2.36M	Buy	30,948 +794	+3%	+$69.3K	1.34%	15
2025 Q3	$2.89M	Buy	30,154 +2,826	+10%	+$282K	1.67%	14
2025 Q2	$2.57M	Buy	27,328 +885	+3%	+$76.2K	1.57%	15
2025 Q1	$1.9M	Buy	26,443 +1,045	+4%	+$85K	1.33%	14
2024 Q4	$2.07M	Buy	25,398 +4,875	+24%	+$354K	1.36%	16
2024 Q3	$1.14M	Buy	20,523 +8,301	+68%	+$443K	0.74%	16
2024 Q2	$641K	Buy	+12,222	New	+$701K	0.44%	16

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Financial Designs's FBTC Position: Q2 2026 in Review

Financial Designs reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.9% in Q2 2026, selling an estimated $130K and leaving 28,136 shares worth $1.44M. The position accounts for 0.77% of the portfolio, ranked #14.

Financial Designs first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Financial Designs held 28,136 shares of Fidelity Wise Origin Bitcoin Fund worth $1.44M as of Q2 2026.
Financial Designs sold 2,073 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $130K.
Fidelity Wise Origin Bitcoin Fund made up 0.77% of Financial Designs's portfolio in Q2 2026, its #14 holding.
Financial Designs first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Financial Designs's Fidelity Wise Origin Bitcoin Fund position peaked at $2.89M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.