Position in FUTU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$413,768
-$1,837,985 QoQ
Shares Held
4,414
-73.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 317 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $1,150,682,597 across 35 Capital Markets names. FUTU ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,795,131 | $442,446,737 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
2,106,272 | $183,329,914 | |
| 3 | GS |
Goldman Sachs Group Inc
|
122,701 | $124,096,110 | |
| 4 | MS |
Morgan Stanley
|
379,345 | $79,298,278 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
928,364 | $46,399,632 | |
| 6 | SF |
Stifel Financial Corp
|
449,845 | $31,385,685 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
261,987 | $26,272,055 | |
| 8 | WULF |
Terawulf Inc.
|
675,557 | $16,686,257 |
All Filings in FUTU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,768 | 4,414 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,251,753 | 16,465 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,764,224 | 29,013 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,294,359 | 24,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,232,406 | 18,063 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,315,811 | 12,856 | Shares | Sole | 2025-05-14 | |
| 2022-12-31 | $353,939 | 8,707 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $814,935 | 21,854 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,194,617 | 22,881 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $508,652 | 15,622 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $707,868 | 16,348 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $644,785 | 7,084 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,154,849 | 17,616 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $6,559,107 | 41,299 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,693,939 | 37,026 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||