First Trust Advisors
BRDG

First Trust Advisors’s Bridge Investment Group BRDG Stock Holding History

First Trust Advisors’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-104,092
Closed -$772K – 2376
2024
Q2 		$772K Buy
104,092
+17,781
+21% +$127K ﹤0.01% 2021
2024
Q1 		$591K Buy
86,311
+2,610
+3% +$21.7K ﹤0.01% 2109
2023
Q4 		$819K Buy
83,701
+4,081
+5% +$33.1K ﹤0.01% 2024
2023
Q3 		$733K Sell
79,620
-1,288
-2% -$14.2K ﹤0.01% 2057
2023
Q2 		$918K Buy
80,908
+875
+1% +$8.9K ﹤0.01% 2009
2023
Q1 		$907K Buy
80,033
+13,859
+21% +$187K ﹤0.01% 1992
2022
Q4 		$797K Sell
66,174
-4,318
-6% -$62.1K ﹤0.01% 2036
2022
Q3 		$1.02M Buy
+70,492
New +$1.14M ﹤0.01% 1987

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

First Trust Advisors's BRDG Position: Q3 2024 in Review

First Trust Advisors sold out of Bridge Investment Group (BRDG) in Q3 2024, closing a stake of 104,092 shares — an estimated $772K sold.

First Trust Advisors first reported a position in BRDG in Q3 2022 and held it in 8 quarters. The position peaked at $1.02M in Q3 2022. 69 funds tracked by Wall St. Rank hold BRDG as of Q3 2024.

  • First Trust Advisors reported no remaining Bridge Investment Group position as of Q3 2024 after selling out during the quarter.
  • First Trust Advisors sold 104,092 Bridge Investment Group shares in Q3 2024, an estimated $772K.
  • First Trust Advisors first reported a position in Bridge Investment Group in Q3 2022 and held it in 8 quarters.
  • First Trust Advisors's Bridge Investment Group position peaked at $1.02M in Q3 2022.
  • 69 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2024.

Based on First Trust Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.