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First Trust Direct Indexing’s Otis Worldwide OTIS Stock Holding History

First Trust Direct Indexing’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,712
Closed -$1.01M – 640
2024
Q3 		$1.01M Sell
9,712
-2,525
-21% -$241K 0.05% 342
2024
Q2 		$1.18M Buy
12,237
+1,707
+16% +$165K 0.07% 278
2024
Q1 		$1.05M Buy
10,530
+1,422
+16% +$131K 0.08% 285
2023
Q4 		$815K Buy
9,108
+2,771
+44% +$230K 0.07% 316
2023
Q3 		$509K Sell
6,337
-332
-5% -$28.4K 0.06% 391
2023
Q2 		$594K Buy
6,669
+1,013
+18% +$85.3K 0.07% 354
2023
Q1 		$477K Buy
5,656
+384
+7% +$31.8K 0.06% 411
2022
Q4 		$413K Buy
5,272
+362
+7% +$26.7K 0.05% 427
2022
Q3 		$313K Sell
4,910
-59
-1% -$4.32K 0.05% 458
2022
Q2 		$351K Buy
4,969
+385
+8% +$28.4K 0.05% 425
2022
Q1 		$353K Buy
4,584
+297
+7% +$23.7K 0.04% 455
2021
Q4 		$373K Sell
4,287
-10
-0.2% -$837 0.05% 437
2021
Q3 		$354K Sell
4,297
-1,847
-30% -$162K 0.05% 431
2021
Q2 		$502K Buy
6,144
+3,180
+107% +$245K 0.08% 323
2021
Q1 		$203K Sell
2,964
-2,080
-41% -$136K 0.05% 373
2020
Q4 		$341K Buy
+5,044
New +$327K 0.09% 268

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

First Trust Direct Indexing sold out of Otis Worldwide (OTIS) in Q4 2024, closing a stake of 9,712 shares — an estimated $1.01M sold.

First Trust Direct Indexing first reported a position in OTIS in Q4 2020 and held it in 16 quarters. The position peaked at $1.18M in Q2 2024. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Otis Worldwide position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,712 Otis Worldwide shares in Q4 2024, an estimated $1.01M.
  • First Trust Direct Indexing first reported a position in Otis Worldwide in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Otis Worldwide position peaked at $1.18M in Q2 2024.
  • 1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

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