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First Trust Direct Indexing’s Otter Tail OTTR Stock Holding History

First Trust Direct Indexing’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,430
Closed -$206K – 842
2023
Q4 		$206K Buy
+2,430
New +$188K 0.02% 705

Other funds holding OTTR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Direct Indexing's OTTR Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 2,430 shares — an estimated $206K sold.

First Trust Direct Indexing first reported a position in OTTR in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • First Trust Direct Indexing reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,430 Otter Tail shares in Q1 2024, an estimated $206K.
  • First Trust Direct Indexing first reported a position in Otter Tail in Q4 2023 and held it in 1 quarter.
  • First Trust Direct Indexing's Otter Tail position peaked at $206K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.