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

IFP 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 		$430K Sell
8,428
-3,862
-31% -$241K 0.01% 1115
2026
Q1 		$725K Buy
12,290
+899
+8% +$59.8K 0.02% 821
2025
Q4 		$868K Buy
11,391
+5,754
+102% +$502K 0.02% 712
2025
Q3 		$563K Buy
5,637
+38
+0.7% +$3.8K 0.01% 813
2025
Q2 		$526K Sell
5,599
-795
-12% -$68.4K 0.02% 817
2025
Q1 		$460K Buy
6,394
+2,667
+72% +$217K 0.01% 799
2024
Q4 		$304K Buy
3,727
+723
+24% +$52.4K 0.01% 936
2024
Q3 		$167K Buy
3,004
+2,844
+1,778% +$152K 0.01% 1174
2024
Q2 		$8.39K Buy
160
+60
+60% +$3.44K ﹤0.01% 2402
2024
Q1 		$6.21K Buy
+100
New +$4.78K ﹤0.01% 2397

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

IFP Advisors's FBTC Position: Q2 2026 in Review

IFP Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 31% in Q2 2026, selling an estimated $241K and leaving 8,428 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #1115.

IFP Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $868K in Q4 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • IFP Advisors held 8,428 shares of Fidelity Wise Origin Bitcoin Fund worth $430K as of Q2 2026.
  • IFP Advisors sold 3,862 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $241K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1115 holding.
  • IFP Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • IFP Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $868K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.