First Trust Advisors
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First Trust Advisors’s Orthofix Medical OFIX Stock Holding History

First Trust Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,693
Closed -$863K – 2410
2019
Q4 		$863K Buy
18,693
+11,627
+165% +$547K ﹤0.01% 1939
2019
Q3 		$375K Sell
7,066
-6,887
-49% -$355K ﹤0.01% 2221
2019
Q2 		$738K Sell
13,953
-34,140
-71% -$1.82M ﹤0.01% 1974
2019
Q1 		$2.71M Buy
48,093
+22,190
+86% +$1.25M 0.01% 1376
2018
Q4 		$1.36M Sell
25,903
-4,321
-14% -$246K ﹤0.01% 1696
2018
Q3 		$1.75M Sell
30,224
-22,673
-43% -$1.27M ﹤0.01% 1738
2018
Q2 		$3.01M Buy
+52,897
New +$3.01M 0.01% 1384
2017
Q1 		– Sell
-13,241
Closed -$479K – 2437
2016
Q4 		$479K Sell
13,241
-14,396
-52% -$546K ﹤0.01% 2141
2016
Q3 		$1.18M Sell
27,637
-4,565
-14% -$204K ﹤0.01% 1619
2016
Q2 		$1.36M Buy
+32,202
New +$1.4M ﹤0.01% 1511

Other funds holding OFIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return