FFN
OTTR icon

Focus Financial Network’s Otter Tail OTTR Stock Holding History

Focus Financial Network’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
2026
Q2 		$1.47M Sell
16,358
-587
-3% -$51.9K 0.05% 283
2026
Q1 		$1.49M Buy
16,945
+1,232
+8% +$107K 0.05% 256
2025
Q4 		$1.27M Sell
15,713
-1,644
-9% -$133K 0.04% 270
2025
Q3 		$1.42M Sell
17,357
-309
-2% -$25.1K 0.05% 255
2025
Q2 		$1.36M Buy
17,666
+1
+0% +$78 0.05% 250
2025
Q1 		$1.42M Buy
17,665
+90
+0.5% +$7.13K 0.06% 234
2024
Q4 		$1.3M Buy
17,575
+58
+0.3% +$4.54K 0.05% 246
2024
Q3 		$1.37M Sell
17,517
-43
-0.2% -$3.72K 0.06% 232
2024
Q2 		$1.65M Sell
17,560
-450
-2% -$39.4K 0.07% 202
2024
Q1 		$1.48M Sell
18,010
-1,221
-6% -$106K 0.07% 204
2023
Q4 		$1.63M Buy
19,231
+919
+5% +$71K 0.06% 235
2023
Q3 		$1.39M Buy
18,312
+1,188
+7% +$97.5K 0.08% 186
2023
Q2 		$1.35M Buy
17,124
+473
+3% +$35.5K 0.08% 195
2023
Q1 		$1.2M Buy
+16,651
New +$1.11M 0.07% 203
2021
Q1 		– Sell
-15,924
Closed -$679K – 480
2020
Q4 		$679K Buy
15,924
+1,051
+7% +$42.8K 0.06% 229
2020
Q3 		$538K Buy
14,873
+518
+4% +$19.9K 0.05% 256
2020
Q2 		$557K Sell
14,355
-35
-0.2% -$1.47K 0.06% 230
2020
Q1 		$640K Buy
14,390
+15
+0.1% +$747 0.09% 186
2019
Q4 		$737K Sell
14,375
-470
-3% -$24.4K 0.09% 190
2019
Q3 		$798K Buy
14,845
+114
+0.8% +$5.97K 0.11% 161
2019
Q2 		$778K Sell
14,731
-66
-0.4% -$3.36K 0.12% 164
2019
Q1 		$737K Buy
+14,797
New +$727K 0.12% 156

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return