First Trust Advisors
FFWM

First Trust Advisors’s First Foundation Inc FFWM Stock Holding History

First Trust Advisors’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,582
Closed -$89.7K – 2406
2023
Q2 		$89.7K Sell
22,582
-1,569,401
-99% -$8.09M ﹤0.01% 2338
2023
Q1 		$11.9M Buy
1,591,983
+1,429,037
+877% +$19.1M 0.01% 938
2022
Q4 		$2.34M Buy
162,946
+3,672
+2% +$56.9K ﹤0.01% 1630
2022
Q3 		$2.89M Buy
159,274
+29,936
+23% +$594K ﹤0.01% 1482
2022
Q2 		$2.65M Buy
129,338
+100,490
+348% +$2.22M ﹤0.01% 1612
2022
Q1 		$701K Buy
28,848
+7,833
+37% +$204K ﹤0.01% 2161
2021
Q4 		$522K Buy
21,015
+1,314
+7% +$35K ﹤0.01% 2278
2021
Q3 		$518K Sell
19,701
-3,912
-17% -$93.5K ﹤0.01% 2279
2021
Q2 		$532K Buy
23,613
+1,695
+8% +$40.7K ﹤0.01% 2264
2021
Q1 		$514K Buy
21,918
+4,317
+25% +$96.5K ﹤0.01% 2206
2020
Q4 		$352K Buy
17,601
+961
+6% +$16.4K ﹤0.01% 2195
2020
Q3 		$217K Sell
16,640
-78,737
-83% -$1.19M ﹤0.01% 2219
2020
Q2 		$1.56M Buy
95,377
+1,091
+1% +$14.7K ﹤0.01% 1503
2020
Q1 		$964K Sell
94,286
-17,630
-16% -$261K ﹤0.01% 1640
2019
Q4 		$1.95M Sell
111,916
-2,136
-2% -$34.4K ﹤0.01% 1568
2019
Q3 		$1.74M Buy
114,052
+82,110
+257% +$1.18M ﹤0.01% 1611
2019
Q2 		$429K Sell
31,942
-6,190
-16% -$85.3K ﹤0.01% 2188
2019
Q1 		$517K Sell
38,132
-8,665
-19% -$125K ﹤0.01% 2112
2018
Q4 		$602K Sell
46,797
-17,429
-27% -$263K ﹤0.01% 2060
2018
Q3 		$1M Sell
64,226
-27,866
-30% -$469K ﹤0.01% 1959
2018
Q2 		$1.71M Buy
92,092
+16,783
+22% +$318K ﹤0.01% 1692
2018
Q1 		$1.4M Buy
75,309
+3,079
+4% +$57.7K ﹤0.01% 1655
2017
Q4 		$1.34M Buy
72,230
+5,700
+9% +$105K ﹤0.01% 1738
2017
Q3 		$1.19M Sell
66,530
-7,251
-10% -$123K ﹤0.01% 1772
2017
Q2 		$1.21M Sell
73,781
-8,266
-10% -$132K ﹤0.01% 1765
2017
Q1 		$1.27M Sell
82,047
-2,703
-3% -$41.4K ﹤0.01% 1756
2016
Q4 		$1.21M Buy
84,750
+40,312
+91% +$537K ﹤0.01% 1740
2016
Q3 		$548K Buy
44,438
+12,664
+40% +$151K ﹤0.01% 1974
2016
Q2 		$342K Buy
31,774
+1,166
+4% +$12.9K ﹤0.01% 2054
2016
Q1 		$343K Sell
30,608
-8,114
-21% -$89.3K ﹤0.01% 2042
2015
Q4 		$457K Buy
+38,722
New +$452K ﹤0.01% 2003

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

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

First Trust Advisors sold out of First Foundation Inc (FFWM) in Q3 2023, closing a stake of 22,582 shares — an estimated $89.7K sold.

First Trust Advisors first reported a position in FFWM in Q4 2015 and held it in 31 quarters. The position peaked at $11.9M in Q1 2023. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2023.

  • First Trust Advisors reported no remaining First Foundation Inc position as of Q3 2023 after selling out during the quarter.
  • First Trust Advisors sold 22,582 First Foundation Inc shares in Q3 2023, an estimated $89.7K.
  • First Trust Advisors first reported a position in First Foundation Inc in Q4 2015 and held it in 31 quarters.
  • First Trust Advisors's First Foundation Inc position peaked at $11.9M in Q1 2023.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2023.

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