IFP Advisors’s Futu Holdings FUTU Stock Holding History

IFP Advisors’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	$1.09K	Hold	8	–	–	﹤0.01%	4185
2025 Q4	$1.31K	Buy	+8	New	+$1.37K	﹤0.01%	3978
2024 Q4	–	Sell	-900	Closed	-$86.1K	–	4619
2024 Q3	$86.1K	Sell	900 -7	-0.8%	-$446	﹤0.01%	1475
2024 Q2	$59.5K	Buy	+907	New	+$61.3K	﹤0.01%	1596
2023 Q4	–	Sell	-2,916	Closed	-$169K	–	3159
2023 Q3	$169K	Buy	+2,916	New	+$155K	0.01%	1043
2022 Q4	–	Sell	-400	Closed	-$6K	–	4683
2022 Q3	$6K	Hold	400	–	–	﹤0.01%	3932
2022 Q2	$6K	Hold	400	–	–	﹤0.01%	3683
2022 Q1	$6K	Buy	+400	New	+$16K	﹤0.01%	3683
2021 Q3	–	Sell	-136	Closed	-$24K	–	3867
2021 Q2	$24K	Buy	136 +36	+36%	+$5.24K	﹤0.01%	1853
2021 Q1	$16K	Sell	100 -686	-87%	-$84.9K	﹤0.01%	1935
2020 Q4	$35K	Buy	+786	New	+$29.6K	﹤0.01%	1570

Other funds holding FUTU

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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 New York $157B AUM 32.99% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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