First Trust Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6M | Sell |
500,533
-31,688
| -6% | -$3.14M | 0.04% | 546 |
|
|
2025
Q1 | $54.9M | Buy |
532,221
+15,745
| +3% | +$1.62M | 0.05% | 505 |
|
|
2024
Q4 | $47.8M | Sell |
516,476
-100,043
| -16% | -$9.26M | 0.04% | 532 |
|
|
2024
Q3 | $64.1M | Sell |
616,519
-309,840
| -33% | -$32.2M | 0.06% | 398 |
|
|
2024
Q2 | $89.2M | Buy |
926,359
+612,977
| +196% | +$59M | 0.09% | 240 |
|
|
2024
Q1 | $31.1M | Sell |
313,382
-19,858
| -6% | -$1.97M | 0.03% | 633 |
|
|
2023
Q4 | $29.8M | Sell |
333,240
-66,142
| -17% | -$5.92M | 0.03% | 599 |
|
|
2023
Q3 | $32.1M | Sell |
399,382
-326,673
| -45% | -$26.2M | 0.04% | 535 |
|
|
2023
Q2 | $64.6M | Buy |
726,055
+283,717
| +64% | +$25.3M | 0.07% | 382 |
|
|
2023
Q1 | $37.3M | Buy |
442,338
+72,838
| +20% | +$6.15M | 0.04% | 512 |
|
|
2022
Q4 | $28.9M | Sell |
369,500
-92,109
| -20% | -$7.21M | 0.03% | 585 |
|
|
2022
Q3 | $29.5M | Buy |
461,609
+240,552
| +109% | +$15.3M | 0.04% | 558 |
|
|
2022
Q2 | $15.6M | Sell |
221,057
-77,992
| -26% | -$5.51M | 0.02% | 784 |
|
|
2022
Q1 | $23M | Sell |
299,049
-180,258
| -38% | -$13.9M | 0.02% | 748 |
|
|
2021
Q4 | $41.7M | Sell |
479,307
-36,384
| -7% | -$3.17M | 0.04% | 548 |
|
|
2021
Q3 | $42.4M | Sell |
515,691
-6,676
| -1% | -$549K | 0.05% | 506 |
|
|
2021
Q2 | $42.7M | Buy |
522,367
+247,326
| +90% | +$20.2M | 0.05% | 502 |
|
|
2021
Q1 | $18.8M | Sell |
275,041
-30,339
| -10% | -$2.08M | 0.02% | 732 |
|
|
2020
Q4 | $20.6M | Sell |
305,380
-2,289
| -0.7% | -$155K | 0.03% | 610 |
|
|
2020
Q3 | $19.2M | Buy |
307,669
+51,937
| +20% | +$3.24M | 0.03% | 550 |
|
|
2020
Q2 | $14.5M | Buy |
+255,732
| New | +$14.5M | 0.03% | 622 |
|