First Trust Advisors
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First Trust Advisors’s Broadwind BWEN Stock Holding History

First Trust Advisors’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-60,889
Closed -$276K – 2527
2021
Q2 		$276K Sell
60,889
-918
-1% -$4.51K ﹤0.01% 2380
2021
Q1 		$408K Buy
+61,807
New +$497K ﹤0.01% 2266

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors's BWEN Position: Q3 2021 in Review

First Trust Advisors sold out of Broadwind (BWEN) in Q3 2021, closing a stake of 60,889 shares — an estimated $276K sold.

First Trust Advisors first reported a position in BWEN in Q1 2021 and held it in 2 quarters. The position peaked at $408K in Q1 2021. 45 funds tracked by Wall St. Rank hold BWEN as of Q3 2021.

  • First Trust Advisors reported no remaining Broadwind position as of Q3 2021 after selling out during the quarter.
  • First Trust Advisors sold 60,889 Broadwind shares in Q3 2021, an estimated $276K.
  • First Trust Advisors first reported a position in Broadwind in Q1 2021 and held it in 2 quarters.
  • First Trust Advisors's Broadwind position peaked at $408K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Broadwind as of Q3 2021.

Based on First Trust Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.