SEC 13F Intelligence

Eversource Wealth Advisors, LLC / FBTC

Eversource Wealth Advisors, LLC’s Fidelity Wise Origin Etf Position

Does Eversource Wealth Advisors, LLC own Fidelity Wise Origin Etf (FBTC)? Yes — 452.4K shares worth $27M (+0.81% of its 13F portfolio) as of Q1 2026, up from 429.5K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
452.4K
% of Portfolio
+0.81%
Quarters Held
8
currently held

Position History FBTC

Reported value by quarter
Q2 ’24: $18MQ2 ’24Q3 ’24: $18MQ3 ’24Q4 ’24: $27MQ4 ’24Q1 ’25: $26MQ1 ’25Q2 ’25: $36MQ2 ’25Q3 ’25: $39MQ3 ’25Q4 ’25: $33MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026452.4K$27M+0.81%
Q4 2025429.5K$33M+1.20%
Q3 2025395.6K$39M+1.56%
Q2 2025383.1K$36M+1.63%
Q1 2025362.0K$26M+1.43%
Q4 2024329.5K$27M+1.51%
Q3 2024315.7K$18M+1.11%
Q2 2024316.4K$18M+1.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eversource Wealth Advisors, LLC’s full portfolio or all institutional holders of FBTC.