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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $134,727,498,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in OTIS

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $44,186,032 573,249
2025-12-31 $43,053,504 492,885
2025-09-30 $47,042,472 514,519
2025-06-30 $49,562,777 500,533
2025-03-31 $54,925,206 532,221
2024-12-31 $47,830,842 516,476
2024-09-30 $64,080,984 616,519
2024-06-30 $89,171,316 926,359
2024-03-31 $31,109,431 313,382
2023-12-31 $29,814,982 333,240
2023-09-30 $32,074,368 399,382
2023-06-30 $64,626,154 726,055
2023-03-31 $37,333,327 442,338
2022-12-31 $28,935,545 369,500
2022-09-30 $29,450,654 461,609
2022-06-30 $15,622,098 221,057
2022-03-31 $23,011,820 299,049
2021-12-31 $41,733,260 479,307
2021-09-30 $42,431,055 515,691
2021-06-30 $42,713,949 522,367
2021-03-31 $18,826,556 275,041
2020-12-31 $20,628,419 305,380
2020-09-30 $19,204,698 307,669
2020-06-30 $14,540,921 255,732