First Trust Advisors’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
68,357
-2,971
-4% -$66.9K ﹤0.01% 1929
2025
Q1
$1.49M Sell
71,328
-15,602
-18% -$326K ﹤0.01% 1901
2024
Q4
$1.85M Buy
+86,930
New +$1.85M ﹤0.01% 1839