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
2026 Q3	$1.85M	Buy	+28,491	New	+$1.84M	﹤0.01%	2062
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 $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

First Trust Advisors's BWFG Position: Q3 2026 in Review

First Trust Advisors opened a new position in Bankwell Financial Group (BWFG) in Q3 2026: 28,491 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in BWFG as recently as Q2 2023.

First Trust Advisors first reported a position in BWFG in Q4 2016 and has held it in 8 quarters since. 102 funds tracked by Wall St. Rank hold BWFG as of Q3 2026.

First Trust Advisors held 28,491 shares of Bankwell Financial Group worth $1.85M as of Q3 2026.
Bankwell Financial Group was a new First Trust Advisors position in Q3 2026.
Bankwell Financial Group made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2062 holding.
First Trust Advisors first reported a position in Bankwell Financial Group in Q4 2016 and has held it in 8 quarters since.
102 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.