NewEdge Advisors’s Futu Holdings FUTU Stock Holding History

NewEdge 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	$2.33K	Sell	17 -75	-82%	-$11.7K	﹤0.01%	3777
2025 Q4	$15.1K	Buy	92 +75	+441%	+$12.9K	﹤0.01%	3336
2025 Q3	$2.96K	Hold	17	–	–	﹤0.01%	3684
2025 Q2	$2.1K	Sell	17 -2,951	-99%	-$302K	﹤0.01%	3612
2025 Q1	$304K	Sell	2,968 -75	-2%	-$7.68K	﹤0.01%	1887
2024 Q4	$243K	Buy	3,043 +3,026	+17,800%	+$283K	﹤0.01%	1987
2024 Q3	$1.63K	Hold	17	–	–	﹤0.01%	3422
2024 Q2	$1.11K	Sell	17 -8,870	-100%	-$600K	﹤0.01%	3447
2024 Q1	$481K	Buy	+8,887	New	+$458K	﹤0.01%	1373
2023 Q2	–	Sell	-82	Closed	-$4.25K	–	3538
2023 Q1	$4.25K	Sell	82 -3,007	-97%	-$146K	﹤0.01%	2834
2022 Q4	$126K	Buy	+3,089	New	+$151K	﹤0.01%	1352
2022 Q3	–	Sell	-7,793	Closed	-$407K	–	1577
2022 Q2	$407K	Buy	+7,793	New	+$294K	0.01%	1074
2021 Q4	–	Sell	-3,117	Closed	-$284K	–	1662
2021 Q3	$284K	Buy	3,117 +297	+11%	+$32.8K	0.01%	922
2021 Q2	$505K	Buy	+2,820	New	+$410K	0.01%	735
2021 Q1	–	Sell	-17,450	Closed	-$798K	–	1063
2020 Q4	$798K	Buy	+17,450	New	+$657K	0.03%	473

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