First Trust Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47M Buy
2025
Q2
$49.6M Sell
2025
Q1
$54.9M Buy
2024
Q4
$47.8M Sell
2024
Q3
$64.1M Sell
2024
Q2
$89.2M Buy
2024
Q1
$31.1M Sell
2023
Q4
$29.8M Sell
2023
Q3
$32.1M Sell
2023
Q2
$64.6M Buy
2023
Q1
$37.3M Buy
2022
Q4
$28.9M Sell
2022
Q3
$29.4M Buy
2022
Q2
$15.6M Sell
2022
Q1
$23M Sell
2021
Q4
$41.7M Sell
2021
Q3
$42.4M Sell
2021
Q2
$42.7M Buy
2021
Q1
$18.8M Sell
2020
Q4
$20.6M Sell
2020
Q3
$19.2M Buy
2020
Q2
$14.5M Buy