Heck Capital Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Heck Capital 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 Q2	–	Sell	-3,944	Closed	-$233K	–	218
2026 Q1	$233K	Sell	3,944 -241,123	-98%	-$16M	0.02%	192
2025 Q4	$18.7M	Sell	245,067 -3,457	-1%	-$302K	1.39%	14
2025 Q3	$24.8M	Buy	248,524 +168,086	+209%	+$16.8M	1.92%	13
2025 Q2	$7.56M	Sell	80,438 -52,297	-39%	-$4.5M	0.65%	33
2025 Q1	$9.55M	Sell	132,735 -14,199	-10%	-$1.15M	1.07%	24
2024 Q4	$12M	Buy	+146,934	New	+$10.7M	1.38%	18

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

Heck Capital Advisors's FBTC Position: Q2 2026 in Review

Heck Capital Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,944 shares — an estimated $233K sold.

Heck Capital Advisors first reported a position in FBTC in Q4 2024 and held it in 6 quarters. The position peaked at $24.8M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Heck Capital Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 3,944 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $233K.
Heck Capital Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and held it in 6 quarters.
Heck Capital Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $24.8M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.