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 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 $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

First Trust Advisors increased its Ocular Therapeutix (OCUL) stake by 15% in Q1 2026, buying an estimated $378K and bringing the position to 308,321 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

First Trust Advisors first reported a position in OCUL in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.97M in Q3 2025. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

First Trust Advisors held 308,321 shares of Ocular Therapeutix worth $2.61M as of Q1 2026.
First Trust Advisors bought 39,627 Ocular Therapeutix shares in Q1 2026, an estimated $378K.
Ocular Therapeutix made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1797 holding.
First Trust Advisors first reported a position in Ocular Therapeutix in Q1 2021 and has held it in 9 quarters since.
First Trust Advisors's Ocular Therapeutix position peaked at $3.97M in Q3 2025.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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