Kestra Private Wealth Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.14M	Buy	86,634 +2,230	+3%	+$210K	0.12%	201
2025 Q1	$6.07M	Buy	84,404 +8,357	+11%	+$601K	0.1%	227
2024 Q4	$6.2M	Buy	76,047 +52,143	+218%	+$4.25M	0.11%	205
2024 Q3	$1.33M	Buy	23,904 +14,838	+164%	+$824K	0.02%	527
2024 Q2	$476K	Buy	+9,066	New	+$476K	0.01%	856