First Trust Advisors’s Bankwell Financial Group BWFG Stock Holding History

First Trust Advisors’s Portfolio BWFG Stock Details BWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,671	Closed	-$431K	–	2372
2023 Q2	$431K	Sell	17,671 -3,468	-16%	-$82.2K	﹤0.01%	2178
2023 Q1	$526K	Sell	21,139 -1,082	-5%	-$31.2K	﹤0.01%	2124
2022 Q4	$654K	Buy	22,221 +2,120	+11%	+$63.1K	﹤0.01%	2100
2022 Q3	$585K	Buy	+20,101	New	+$639K	﹤0.01%	2150
2018 Q2	–	Sell	-9,025	Closed	-$291K	–	2414
2018 Q1	$291K	Sell	9,025 -280	-3%	-$9.33K	﹤0.01%	2168
2017 Q4	$320K	Buy	+9,305	New	+$329K	﹤0.01%	2221
2017 Q1	–	Sell	-6,537	Closed	-$212K	–	2386
2016 Q4	$212K	Buy	+6,537	New	+$179K	﹤0.01%	2349

Other funds holding BWFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors's BWFG Position: Q3 2023 in Review

First Trust Advisors sold out of Bankwell Financial Group (BWFG) in Q3 2023, closing a stake of 17,671 shares — an estimated $431K sold.

First Trust Advisors first reported a position in BWFG in Q4 2016 and held it in 7 quarters. The position peaked at $654K in Q4 2022. 66 funds tracked by Wall St. Rank hold BWFG as of Q3 2023.

First Trust Advisors reported no remaining Bankwell Financial Group position as of Q3 2023 after selling out during the quarter.
First Trust Advisors sold 17,671 Bankwell Financial Group shares in Q3 2023, an estimated $431K.
First Trust Advisors first reported a position in Bankwell Financial Group in Q4 2016 and held it in 7 quarters.
First Trust Advisors's Bankwell Financial Group position peaked at $654K in Q4 2022.
66 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2023.

Based on First Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.