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Disclosery

FIRST TRUST ADVISORS LP: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on OTIS, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 468,973 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,973 shares
    Change vs previous 13F -104,276 shares

    0.02% of the 13F portfolio, value $33,578,433.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 573,249 shares
    Change vs previous 13F +80,364 shares

    0.03% of the 13F portfolio, value $44,186,043.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 492,885 shares
    Change vs previous 13F -21,634 shares

    0.03% of the 13F portfolio, value $43,053,551.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 514,519 shares
    Change vs previous 13F +13,986 shares

    0.04% of the 13F portfolio, value $47,042,478.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 500,533 shares
    Change vs previous 13F -31,688 shares

    0.04% of the 13F portfolio, value $49,562,825.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 532,221 shares
    Change vs previous 13F +15,745 shares

    0.05% of the 13F portfolio, value $54,925,251.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 516,476 shares
    Change vs previous 13F -100,043 shares

    0.04% of the 13F portfolio, value $47,830,825.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 616,519 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $64,080,983.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).