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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Direct Indexing's ONTO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Onto Innovation (ONTO) in Q4 2024, closing a stake of 1,161 shares — an estimated $241K sold.

First Trust Direct Indexing first reported a position in ONTO in Q4 2020 and held it in 6 quarters. The position peaked at $290K in Q3 2023. 520 funds tracked by Wall St. Rank hold ONTO as of Q4 2024.

First Trust Direct Indexing reported no remaining Onto Innovation position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 1,161 Onto Innovation shares in Q4 2024, an estimated $241K.
First Trust Direct Indexing first reported a position in Onto Innovation in Q4 2020 and held it in 6 quarters.
First Trust Direct Indexing's Onto Innovation position peaked at $290K in Q3 2023.
520 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.