FTDI
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First Trust Direct Indexing’s OSI Systems OSIS Stock Holding History

First Trust Direct Indexing’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-781
Closed -$73K – 804
2020
Q4 		$73K Buy
+781
New +$66.8K 0.02% 621

Other funds holding OSIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

First Trust Direct Indexing's OSIS Position: Q1 2021 in Review

First Trust Direct Indexing sold out of OSI Systems (OSIS) in Q1 2021, closing a stake of 781 shares — an estimated $73K sold.

First Trust Direct Indexing first reported a position in OSIS in Q4 2020 and held it in 1 quarter. The position peaked at $73K in Q4 2020. 193 funds tracked by Wall St. Rank hold OSIS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining OSI Systems position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 781 OSI Systems shares in Q1 2021, an estimated $73K.
  • First Trust Direct Indexing first reported a position in OSI Systems in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's OSI Systems position peaked at $73K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held OSI Systems as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.