First Trust Direct Indexing’s Futu Holdings FUTU Stock Holding History

First Trust Direct Indexing’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
2023 Q3	–	Sell	-6,664	Closed	-$265K	–	715
2023 Q2	$265K	Buy	+6,664	New	+$284K	0.03%	578
2021 Q1	–	Sell	-743	Closed	-$34K	–	612
2020 Q4	$34K	Buy	+743	New	+$28K	0.01%	822

Other funds holding FUTU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

First Trust Direct Indexing's FUTU Position: Q3 2023 in Review

First Trust Direct Indexing sold out of Futu Holdings (FUTU) in Q3 2023, closing a stake of 6,664 shares — an estimated $265K sold.

First Trust Direct Indexing first reported a position in FUTU in Q4 2020 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 217 funds tracked by Wall St. Rank hold FUTU as of Q3 2023.

First Trust Direct Indexing reported no remaining Futu Holdings position as of Q3 2023 after selling out during the quarter.
First Trust Direct Indexing sold 6,664 Futu Holdings shares in Q3 2023, an estimated $265K.
First Trust Direct Indexing first reported a position in Futu Holdings in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Futu Holdings position peaked at $265K in Q2 2023.
217 funds tracked by Wall St. Rank held Futu Holdings as of Q3 2023.

Based on First Trust Direct Indexing's 13F filing for Q3 2023, filed 30 Oct 2023.