FTDI
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First Trust Direct Indexing’s Onto Innovation ONTO Stock Holding History

First Trust Direct Indexing’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,161
Closed -$241K – 636
2024
Q3 		$241K Sell
1,161
-107
-8% -$21.6K 0.01% 841
2024
Q2 		$278K Buy
+1,268
New +$262K 0.02% 695
2023
Q4 		– Sell
-2,274
Closed -$290K – 771
2023
Q3 		$290K Buy
2,274
+154
+7% +$18.3K 0.03% 529
2023
Q2 		$247K Buy
+2,120
New +$202K 0.03% 599
2022
Q1 		– Sell
-2,239
Closed -$227K – 694
2021
Q4 		$227K Buy
+2,239
New +$193K 0.03% 575
2021
Q1 		– Sell
-1,796
Closed -$85K – 801
2020
Q4 		$85K Buy
+1,796
New +$72K 0.02% 567

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return