First Trust Advisors
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First Trust Advisors’s Okta OKTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490M Buy
4,901,123
+407,087
+9% +$40.7M 0.39% 39
2025
Q1
$473M Buy
4,494,036
+788,948
+21% +$83M 0.42% 36
2024
Q4
$292M Sell
3,705,088
-53,321
-1% -$4.2M 0.26% 92
2024
Q3
$279M Sell
3,758,409
-110,239
-3% -$8.2M 0.27% 95
2024
Q2
$362M Buy
3,868,648
+564,696
+17% +$52.9M 0.37% 44
2024
Q1
$346M Sell
3,303,952
-781,478
-19% -$81.8M 0.35% 45
2023
Q4
$370M Buy
4,085,430
+897,216
+28% +$81.2M 0.4% 36
2023
Q3
$260M Buy
3,188,214
+106,054
+3% +$8.64M 0.31% 65
2023
Q2
$214M Sell
3,082,160
-88,366
-3% -$6.13M 0.24% 105
2023
Q1
$273M Sell
3,170,526
-686,917
-18% -$59.2M 0.32% 57
2022
Q4
$264M Buy
3,857,443
+83,072
+2% +$5.68M 0.31% 63
2022
Q3
$215M Buy
3,774,371
+267,321
+8% +$15.2M 0.28% 86
2022
Q2
$317M Buy
3,507,050
+1,186,249
+51% +$107M 0.39% 29
2022
Q1
$350M Buy
2,320,801
+89,070
+4% +$13.4M 0.36% 41
2021
Q4
$500M Sell
2,231,731
-270,006
-11% -$60.5M 0.49% 25
2021
Q3
$594M Buy
2,501,737
+70,690
+3% +$16.8M 0.64% 11
2021
Q2
$595M Buy
2,431,047
+582,509
+32% +$143M 0.64% 12
2021
Q1
$407M Sell
1,848,538
-86,127
-4% -$19M 0.49% 24
2020
Q4
$492M Sell
1,934,665
-82,642
-4% -$21M 0.65% 15
2020
Q3
$431M Sell
2,017,307
-143,882
-7% -$30.8M 0.69% 18
2020
Q2
$433M Sell
2,161,189
-176,526
-8% -$35.3M 0.75% 15
2020
Q1
$286M Sell
2,337,715
-93,236
-4% -$11.4M 0.65% 16
2019
Q4
$280M Sell
2,430,951
-54,871
-2% -$6.33M 0.48% 23
2019
Q3
$245M Sell
2,485,822
-177,331
-7% -$17.5M 0.46% 25
2019
Q2
$329M Sell
2,663,153
-7,795
-0.3% -$963K 0.62% 17
2019
Q1
$221M Buy
2,670,948
+107,132
+4% +$8.86M 0.44% 30
2018
Q4
$164M Sell
2,563,816
-515,152
-17% -$32.9M 0.39% 36
2018
Q3
$217M Buy
3,078,968
+792,481
+35% +$55.8M 0.4% 32
2018
Q2
$115M Buy
+2,286,487
New +$115M 0.24% 76