Position in FUTU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,094
-$219 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 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, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in FUTU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,094 | 8 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,313 | 8 | Shares | Sole | 2026-02-06 | |
| 2024-09-30 | $86,085 | 900 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $59,503 | 907 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $168,573 | 2,916 | Shares | Sole | 2023-10-12 | |
| 2022-09-30 | $14,916 | 400 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,884 | 400 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,024 | 400 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $24,356 | 136 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $15,882 | 100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $35,959 | 786 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||