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

NewEdge 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 Q1	$4.66M	Buy	78,941 +17,141	+28%	+$1.14M	0.02%	720
2025 Q4	$4.71M	Buy	61,800 +7,512	+14%	+$656K	0.02%	682
2025 Q3	$5.42M	Sell	54,288 -15,567	-22%	-$1.56M	0.02%	595
2025 Q2	$6.57M	Buy	69,855 +31,394	+82%	+$2.7M	0.03%	483
2025 Q1	$2.77M	Sell	38,461 -37,082	-49%	-$3.02M	0.02%	723
2024 Q4	$6.16M	Buy	75,543 +13,487	+22%	+$978K	0.04%	430
2024 Q3	$3.45M	Sell	62,056 -778	-1%	-$41.5K	0.02%	597
2024 Q2	$3.3M	Sell	62,834 -1,056	-2%	-$60.5K	0.02%	572
2024 Q1	$3.97M	Buy	+63,890	New	+$3.06M	0.03%	464

Other funds holding FBTC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NewEdge Advisors's FBTC Position: Q1 2026 in Review

NewEdge Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 28% in Q1 2026, buying an estimated $1.14M and bringing the position to 78,941 shares worth $4.66M. The position accounts for 0.02% of the portfolio, ranked #720.

NewEdge Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.57M in Q2 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

NewEdge Advisors held 78,941 shares of Fidelity Wise Origin Bitcoin Fund worth $4.66M as of Q1 2026.
NewEdge Advisors bought 17,141 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $1.14M.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #720 holding.
NewEdge Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
NewEdge Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $6.57M in Q2 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.