First Trust Advisors’s ORIX IX Stock Holding History

First Trust Advisors’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Buy	66,574 +11,619	+21%	+$369K	﹤0.01%	1922
2025 Q4	$1.61M	Buy	54,955 +4,374	+9%	+$116K	﹤0.01%	1975
2025 Q3	$1.32M	Sell	50,581 -17,776	-26%	-$441K	﹤0.01%	2012
2025 Q2	$1.54M	Sell	68,357 -2,971	-4%	-$61K	﹤0.01%	1929
2025 Q1	$1.49M	Sell	71,328 -15,602	-18%	-$327K	﹤0.01%	1901
2024 Q4	$1.85M	Buy	+86,930	New	+$1.9M	﹤0.01%	1839

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors's IX Position: Q1 2026 in Review

First Trust Advisors increased its ORIX (IX) stake by 21% in Q1 2026, buying an estimated $369K and bringing the position to 66,574 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

First Trust Advisors first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

First Trust Advisors held 66,574 shares of ORIX worth $2M as of Q1 2026.
First Trust Advisors bought 11,619 ORIX shares in Q1 2026, an estimated $369K.
ORIX made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1922 holding.
First Trust Advisors first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.