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First Heartland Consultants’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

First Heartland Consultants’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 		$2.7M Buy
52,945
+290
+0.6% +$18.1K 0.17% 118
2026
Q1 		$3.11M Buy
52,655
+1,004
+2% +$66.8K 0.24% 91
2025
Q4 		$3.94M Buy
51,651
+5,171
+11% +$451K 0.3% 82
2025
Q3 		$4.64M Buy
46,480
+17,023
+58% +$1.7M 0.37% 69
2025
Q2 		$2.77M Buy
29,457
+3,745
+15% +$322K 0.25% 89
2025
Q1 		$1.85M Buy
25,712
+2,472
+11% +$201K 0.19% 103
2024
Q4 		$1.9M Buy
23,240
+17,974
+341% +$1.3M 0.19% 107
2024
Q3 		$292K Hold
5,266
– – 0.03% 333
2024
Q2 		$276 Buy
5,266
+34
+0.6% +$1.95K 0.02% 360
2024
Q1 		$325K Buy
+5,232
New +$250K 0.03% 320

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

First Heartland Consultants's FBTC Position: Q2 2026 in Review

First Heartland Consultants increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.55% in Q2 2026, buying an estimated $18.1K and bringing the position to 52,945 shares worth $2.7M. The position accounts for 0.17% of the portfolio, ranked #118.

First Heartland Consultants first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.64M in Q3 2025. 178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • First Heartland Consultants held 52,945 shares of Fidelity Wise Origin Bitcoin Fund worth $2.7M as of Q2 2026.
  • First Heartland Consultants bought 290 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $18.1K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.17% of First Heartland Consultants's portfolio in Q2 2026, its #118 holding.
  • First Heartland Consultants first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • First Heartland Consultants's Fidelity Wise Origin Bitcoin Fund position peaked at $4.64M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.