Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,578,466
-$10,607,566 QoQ
Shares Held
468,973
-18.2% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 1,216 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $4,787,915,225 across 46 Specialty Industrial Machinery names. OTIS ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
3,125,697 | $1,331,922,005 | |
| 2 | GEV |
GE Vernova Inc.
|
1,010,178 | $1,186,817,725 | |
| 3 | DOV |
DOVER Corp
|
993,766 | $222,881,838 | |
| 4 | WTS |
Watts Water Technologies Inc
|
546,475 | $213,917,638 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
6,103,655 | $157,657,408 | |
| 6 | AOS |
Smith A O Corp
|
2,301,289 | $144,336,846 | |
| 7 | ITT |
Itt Inc.
|
605,838 | $119,810,522 | |
| 8 | IEX |
Idex Corp /De/
|
491,135 | $111,463,088 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,578,466 | 468,973 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $44,186,032 | 573,249 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $43,053,504 | 492,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,042,472 | 514,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $49,562,777 | 500,533 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,925,206 | 532,221 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $47,830,842 | 516,476 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $64,080,984 | 616,519 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $89,171,316 | 926,359 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $31,109,431 | 313,382 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $29,814,982 | 333,240 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $32,074,368 | 399,382 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $64,626,154 | 726,055 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $37,333,327 | 442,338 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $28,935,545 | 369,500 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $29,450,654 | 461,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,622,098 | 221,057 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,011,820 | 299,049 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $41,733,260 | 479,307 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $42,431,055 | 515,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,713,949 | 522,367 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $18,826,556 | 275,041 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,628,419 | 305,380 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $19,204,698 | 307,669 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $14,540,921 | 255,732 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||