First Trust Advisors
KWY

First Trust Advisors’s Kingsway Corp KWY Stock Holding History

First Trust Advisors’s Portfolio KWY Stock Details KWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-54,129
Closed -$446K – 2431
2024
Q2 		$446K Sell
54,129
-1,188
-2% -$9.85K ﹤0.01% 2151
2024
Q1 		$461K Buy
55,317
+1,673
+3% +$14.4K ﹤0.01% 2162
2023
Q4 		$451K Buy
53,644
+3,669
+7% +$27.8K ﹤0.01% 2165
2023
Q3 		$377K Buy
+49,975
New +$416K ﹤0.01% 2203

Other funds holding KWY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Trust Advisors's KWY Position: Q3 2024 in Review

First Trust Advisors sold out of Kingsway Corp (KWY) in Q3 2024, closing a stake of 54,129 shares — an estimated $446K sold.

First Trust Advisors first reported a position in KWY in Q3 2023 and held it in 4 quarters. The position peaked at $461K in Q1 2024. 55 funds tracked by Wall St. Rank hold KWY as of Q3 2024.

  • First Trust Advisors reported no remaining Kingsway Corp position as of Q3 2024 after selling out during the quarter.
  • First Trust Advisors sold 54,129 Kingsway Corp shares in Q3 2024, an estimated $446K.
  • First Trust Advisors first reported a position in Kingsway Corp in Q3 2023 and held it in 4 quarters.
  • First Trust Advisors's Kingsway Corp position peaked at $461K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Kingsway Corp as of Q3 2024.

Based on First Trust Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.