Creative Planning
FUTU icon

Creative Planning’s Futu Holdings FUTU Stock Holding History

Creative Planning’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
13,486
+290
+2% +$45.1K ﹤0.01% 1960
2025
Q4 		$2.17M Sell
13,196
-225
-2% -$38.6K ﹤0.01% 1668
2025
Q3 		$2.33M Sell
13,421
-40
-0.3% -$6.64K ﹤0.01% 1425
2025
Q2 		$1.66M Sell
13,461
-4,468
-25% -$457K ﹤0.01% 1463
2025
Q1 		$1.84M Buy
17,929
+1,364
+8% +$140K ﹤0.01% 1235
2024
Q4 		$1.33M Buy
16,565
+2,474
+18% +$232K ﹤0.01% 1435
2024
Q3 		$1.35M Buy
14,091
+838
+6% +$53.3K ﹤0.01% 1303
2024
Q2 		$869K Buy
13,253
+2,884
+28% +$195K ﹤0.01% 1516
2024
Q1 		$561K Buy
10,369
+122
+1% +$6.29K ﹤0.01% 1775
2023
Q4 		$560K Buy
10,247
+17
+0.2% +$966 ﹤0.01% 1643
2023
Q3 		$591K Buy
10,230
+3,990
+64% +$213K ﹤0.01% 1452
2023
Q2 		$248K Buy
6,240
+1,492
+31% +$63.5K ﹤0.01% 2055
2023
Q1 		$246K Sell
4,748
-1,169
-20% -$56.8K ﹤0.01% 1963
2022
Q4 		$241K Buy
+5,917
New +$289K ﹤0.01% 1892
2021
Q3 		– Sell
-1,996
Closed -$357K – 2153
2021
Q2 		$357K Sell
1,996
-27,004
-93% -$3.93M ﹤0.01% 1463
2021
Q1 		$4.61M Buy
29,000
+1,627
+6% +$201K 0.01% 432
2020
Q4 		$1.25M Buy
27,373
+1,451
+6% +$54.6K ﹤0.01% 855
2020
Q3 		$742K Buy
+25,922
New +$814K ﹤0.01% 939

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return