First Trust Advisors
FWRD icon

First Trust Advisors’s Forward Air FWRD Stock Holding History

First Trust Advisors’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,963
Closed -$1.13M – 2589
2024
Q3 		$1.13M Sell
31,963
-41,665
-57% -$1.18M ﹤0.01% 1988
2024
Q2 		$1.4M Buy
+73,628
New +$1.52M ﹤0.01% 1835
2023
Q4 		– Sell
-17,425
Closed -$1.2M – 2371
2023
Q3 		$1.2M Sell
17,425
-41,723
-71% -$3.67M ﹤0.01% 1904
2023
Q2 		$6.28M Sell
59,148
-3,709
-6% -$380K 0.01% 1142
2023
Q1 		$6.77M Sell
62,857
-4,126
-6% -$433K 0.01% 1102
2022
Q4 		$7.03M Buy
66,983
+974
+1% +$102K 0.01% 1066
2022
Q3 		$5.96M Buy
66,009
+27,396
+71% +$2.69M 0.01% 1120
2022
Q2 		$3.55M Buy
38,613
+33,042
+593% +$3.06M ﹤0.01% 1442
2022
Q1 		$545K Sell
5,571
-24,778
-82% -$2.61M ﹤0.01% 2238
2021
Q4 		$3.67M Buy
30,349
+23,233
+326% +$2.38M ﹤0.01% 1527
2021
Q3 		$591K Buy
7,116
+3
+0% +$262 ﹤0.01% 2234
2021
Q2 		$638K Sell
7,113
-31,617
-82% -$2.91M ﹤0.01% 2200
2021
Q1 		$3.44M Buy
38,730
+23,811
+160% +$1.99M ﹤0.01% 1470
2020
Q4 		$1.15M Sell
14,919
-5,329
-26% -$370K ﹤0.01% 1836
2020
Q3 		$1.16M Buy
20,248
+9,216
+84% +$506K ﹤0.01% 1678
2020
Q2 		$550K Sell
11,032
-25,814
-70% -$1.27M ﹤0.01% 1985
2020
Q1 		$1.87M Sell
36,846
-59,569
-62% -$3.62M ﹤0.01% 1303
2019
Q4 		$6.74M Buy
96,415
+64,691
+204% +$4.38M 0.01% 976
2019
Q3 		$2.02M Sell
31,724
-67,286
-68% -$4.12M ﹤0.01% 1529
2019
Q2 		$5.86M Sell
99,010
-5,155
-5% -$317K 0.01% 987
2019
Q1 		$6.74M Buy
104,165
+36,752
+55% +$2.25M 0.01% 896
2018
Q4 		$3.7M Buy
67,413
+37,354
+124% +$2.3M 0.01% 1123
2018
Q3 		$2.15M Buy
30,059
+2,577
+9% +$164K ﹤0.01% 1623
2018
Q2 		$1.62M Buy
27,482
+5,167
+23% +$296K ﹤0.01% 1721
2018
Q1 		$1.18M Buy
22,315
+8,306
+59% +$473K ﹤0.01% 1724
2017
Q4 		$805K Buy
14,009
+8,192
+141% +$469K ﹤0.01% 1931
2017
Q3 		$333K Sell
5,817
-683
-11% -$36.1K ﹤0.01% 2199
2017
Q2 		$346K Sell
6,500
-11,313
-64% -$578K ﹤0.01% 2175
2017
Q1 		$847K Buy
17,813
+983
+6% +$47.7K ﹤0.01% 1906
2016
Q4 		$797K Sell
16,830
-6,990
-29% -$320K ﹤0.01% 1938
2016
Q3 		$1.03M Buy
23,820
+3,344
+16% +$152K ﹤0.01% 1696
2016
Q2 		$912K Buy
20,476
+10,654
+108% +$480K ﹤0.01% 1752
2016
Q1 		$445K Buy
+9,822
New +$414K ﹤0.01% 1977
2015
Q4 		– Sell
-25,547
Closed -$1.06M – 2263
2015
Q3 		$1.06M Sell
25,547
-12,909
-34% -$610K ﹤0.01% 1712
2015
Q2 		$2.01M Sell
38,456
-4,590
-11% -$242K 0.01% 1533
2015
Q1 		$2.34M Buy
43,046
+9,582
+29% +$490K 0.01% 1397
2014
Q4 		$1.69M Sell
33,464
-881
-3% -$42.3K 0.01% 1538
2014
Q3 		$1.54M Buy
34,345
+2,466
+8% +$115K 0.01% 1532
2014
Q2 		$1.52M Buy
31,879
+15,023
+89% +$674K 0.01% 1499
2014
Q1 		$777K Sell
16,856
-5,354
-24% -$237K ﹤0.01% 1781
2013
Q4 		$975K Buy
22,210
+6,277
+39% +$261K ﹤0.01% 1643
2013
Q3 		$643K Buy
15,933
+2,618
+20% +$99.8K ﹤0.01% 1771
2013
Q2 		$510K Buy
+13,315
New +$505K ﹤0.01% 1792

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

First Trust Advisors's FWRD Position: Q4 2024 in Review

First Trust Advisors sold out of Forward Air (FWRD) in Q4 2024, closing a stake of 31,963 shares — an estimated $1.13M sold.

First Trust Advisors first reported a position in FWRD in Q2 2013 and held it in 43 quarters. The position peaked at $7.03M in Q4 2022. 210 funds tracked by Wall St. Rank hold FWRD as of Q4 2024.

  • First Trust Advisors reported no remaining Forward Air position as of Q4 2024 after selling out during the quarter.
  • First Trust Advisors sold 31,963 Forward Air shares in Q4 2024, an estimated $1.13M.
  • First Trust Advisors first reported a position in Forward Air in Q2 2013 and held it in 43 quarters.
  • First Trust Advisors's Forward Air position peaked at $7.03M in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Forward Air as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.