First Trust Advisors
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First Trust Advisors’s Custom Truck One Source CTOS Stock Holding History

First Trust Advisors’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8M Buy
1,510,931
+209,580
+16% +$1.97M 0.01% 973
2026
Q1 		$8.55M Buy
1,301,351
+78,476
+6% +$515K 0.01% 1169
2025
Q4 		$7.04M Buy
1,222,875
+842,964
+222% +$5.15M 0.01% 1251
2025
Q3 		$2.44M Sell
379,911
-97,673
-20% -$566K ﹤0.01% 1743
2025
Q2 		$2.36M Sell
477,584
-32,960
-6% -$142K ﹤0.01% 1744
2025
Q1 		$2.15M Sell
510,544
-454,027
-47% -$2.19M ﹤0.01% 1751
2024
Q4 		$4.64M Buy
964,571
+259,722
+37% +$1.17M ﹤0.01% 1399
2024
Q3 		$2.43M Buy
704,849
+136,476
+24% +$574K ﹤0.01% 1697
2024
Q2 		$2.47M Buy
568,373
+209,778
+58% +$1.02M ﹤0.01% 1603
2024
Q1 		$2.09M Sell
358,595
-32,096
-8% -$199K ﹤0.01% 1725
2023
Q4 		$2.41M Buy
390,691
+4,048
+1% +$23.9K ﹤0.01% 1638
2023
Q3 		$2.4M Sell
386,643
-9,860
-2% -$65.2K ﹤0.01% 1609
2023
Q2 		$2.67M Sell
396,503
-153,872
-28% -$1.01M ﹤0.01% 1567
2023
Q1 		$3.74M Buy
550,375
+110,274
+25% +$766K ﹤0.01% 1372
2022
Q4 		$2.78M Buy
440,101
+251,954
+134% +$1.63M ﹤0.01% 1545
2022
Q3 		$1.1M Sell
188,147
-71,573
-28% -$446K ﹤0.01% 1961
2022
Q2 		$1.45M Buy
259,720
+209,415
+416% +$1.33M ﹤0.01% 1835
2022
Q1 		$422K Sell
50,305
-122,093
-71% -$986K ﹤0.01% 2295
2021
Q4 		$1.38M Buy
+172,398
New +$1.49M ﹤0.01% 1938

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors's CTOS Position: Q2 2026 in Review

First Trust Advisors increased its Custom Truck One Source (CTOS) stake by 16% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,510,931 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #973.

First Trust Advisors first reported a position in CTOS in Q4 2021 and has held it in 19 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • First Trust Advisors held 1,510,931 shares of Custom Truck One Source worth $17.8M as of Q2 2026.
  • First Trust Advisors bought 209,580 Custom Truck One Source shares in Q2 2026, an estimated $1.97M.
  • Custom Truck One Source made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #973 holding.
  • First Trust Advisors first reported a position in Custom Truck One Source in Q4 2021 and has held it in 19 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.