FTDI
ORAN

First Trust Direct Indexing’s Orange ORAN Stock Holding History

First Trust Direct Indexing’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-89,639
Closed -$1.03M – 978
2024
Q3 		$1.03M Sell
89,639
-15,930
-15% -$181K 0.06% 338
2024
Q2 		$1.05M Buy
105,569
+13,266
+14% +$148K 0.07% 302
2024
Q1 		$1.09M Sell
92,303
-11,461
-11% -$134K 0.08% 278
2023
Q4 		$1.19M Sell
103,764
-2,407
-2% -$28.3K 0.11% 215
2023
Q3 		$1.22M Sell
106,171
-32,332
-23% -$370K 0.14% 167
2023
Q2 		$1.61M Buy
138,503
+22,033
+19% +$268K 0.18% 124
2023
Q1 		$1.39M Buy
116,470
+13,145
+13% +$145K 0.16% 147
2022
Q4 		$1.02M Sell
103,325
-15,904
-13% -$154K 0.14% 192
2022
Q3 		$1.07M Buy
119,229
+12,069
+11% +$123K 0.16% 172
2022
Q2 		$1.26M Buy
107,160
+3,632
+4% +$43.5K 0.18% 148
2022
Q1 		$1.22M Buy
103,528
+77,070
+291% +$900K 0.15% 170
2021
Q4 		$279K Buy
26,458
+982
+4% +$10.6K 0.04% 509
2021
Q3 		$276K Buy
+25,476
New +$287K 0.04% 502
2021
Q1 		– Sell
-1,348
Closed -$16K – 1029
2020
Q4 		$16K Buy
+1,348
New +$15.8K ﹤0.01% 877

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Orange (ORAN) in Q4 2024, closing a stake of 89,639 shares — an estimated $1.03M sold.

First Trust Direct Indexing first reported a position in ORAN in Q4 2020 and held it in 14 quarters. The position peaked at $1.61M in Q2 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 89,639 Orange shares in Q4 2024, an estimated $1.03M.
  • First Trust Direct Indexing first reported a position in Orange in Q4 2020 and held it in 14 quarters.
  • First Trust Direct Indexing's Orange position peaked at $1.61M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

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