First Trust Advisors’s Ocular Therapeutix OCUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-308,321	Closed	-$2.61M	–	2725
2026 Q1	$2.61M	Buy	308,321 +39,627	+15%	+$378K	﹤0.01%	1797
2025 Q4	$3.26M	Sell	268,694 -70,937	-21%	-$862K	﹤0.01%	1646
2025 Q3	$3.97M	Buy	+339,631	New	+$4.06M	﹤0.01%	1496
2025 Q2	–	Sell	-217,970	Closed	-$1.6M	–	2678
2025 Q1	$1.6M	Buy	217,970 +5,026	+2%	+$38.6K	﹤0.01%	1870
2024 Q4	$1.82M	Buy	+212,944	New	+$2.08M	﹤0.01%	1847
2022 Q1	–	Sell	-29,063	Closed	-$203K	–	2574
2021 Q4	$203K	Sell	29,063 -34,832	-55%	-$270K	﹤0.01%	2462
2021 Q3	$639K	Sell	63,895 -127,994	-67%	-$1.44M	﹤0.01%	2199
2021 Q2	$2.72M	Buy	191,889 +159,739	+497%	+$2.43M	﹤0.01%	1690
2021 Q1	$528K	Buy	+32,150	New	+$619K	﹤0.01%	2199

Other funds holding OCUL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Summer Road West Palm Beach, Florida $161M AUM 27.24% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors sold out of Ocular Therapeutix (OCUL) in Q2 2026, closing a stake of 308,321 shares — an estimated $2.61M sold.

First Trust Advisors first reported a position in OCUL in Q1 2021 and held it in 9 quarters. The position peaked at $3.97M in Q3 2025. 263 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

First Trust Advisors reported no remaining Ocular Therapeutix position as of Q2 2026 after selling out during the quarter.
First Trust Advisors sold 308,321 Ocular Therapeutix shares in Q2 2026, an estimated $2.61M.
First Trust Advisors first reported a position in Ocular Therapeutix in Q1 2021 and held it in 9 quarters.
First Trust Advisors's Ocular Therapeutix position peaked at $3.97M in Q3 2025.
263 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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