DWM
FUTU icon

Dynasty Wealth Management’s Futu Holdings FUTU Stock Holding History

Dynasty Wealth Management’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 		$460K Sell
3,360
-2
-0.1% -$311 ﹤0.01% 244
2025
Q4 		$552K Buy
3,362
+96
+3% +$16.5K 0.01% 231
2025
Q3 		$568K Buy
+3,266
New +$542K 0.01% 211

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $235B 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 $871B 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

Dynasty Wealth Management's FUTU Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Futu Holdings (FUTU) stake by 0.06% in Q1 2026, selling an estimated $311 and leaving 3,360 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Dynasty Wealth Management first reported a position in FUTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $568K in Q3 2025. 368 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Dynasty Wealth Management held 3,360 shares of Futu Holdings worth $460K as of Q1 2026.
  • Dynasty Wealth Management sold 2 Futu Holdings shares in Q1 2026, an estimated $311.
  • Futu Holdings made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Dynasty Wealth Management first reported a position in Futu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Futu Holdings position peaked at $568K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.