First Trust Advisors
LBAI

First Trust Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

First Trust Advisors’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24,616
Closed -$394K – 2590
2022
Q3 		$394K Sell
24,616
-95,652
-80% -$1.52M ﹤0.01% 2281
2022
Q2 		$1.76M Sell
120,268
-8,294
-6% -$127K ﹤0.01% 1774
2022
Q1 		$2.15M Buy
128,562
+22,986
+22% +$425K ﹤0.01% 1754
2021
Q4 		$2M Buy
105,576
+11,755
+13% +$216K ﹤0.01% 1789
2021
Q3 		$1.65M Buy
93,821
+67,581
+258% +$1.12M ﹤0.01% 1836
2021
Q2 		$459K Buy
26,240
+1,680
+7% +$30.5K ﹤0.01% 2301
2021
Q1 		$428K Buy
24,560
+4,655
+23% +$72.1K ﹤0.01% 2256
2020
Q4 		$253K Buy
19,905
+1,106
+6% +$13K ﹤0.01% 2248
2020
Q3 		$187K Sell
18,799
-10,694
-36% -$113K ﹤0.01% 2244
2020
Q2 		$337K Buy
29,493
+5,001
+20% +$53.9K ﹤0.01% 2118
2020
Q1 		$265K Sell
24,492
-3,872
-14% -$57.4K ﹤0.01% 2112
2019
Q4 		$493K Sell
28,364
-1,228
-4% -$20.2K ﹤0.01% 2121
2019
Q3 		$457K Sell
29,592
-6,764
-19% -$105K ﹤0.01% 2156
2019
Q2 		$587K Sell
36,356
-7,040
-16% -$112K ﹤0.01% 2049
2019
Q1 		$648K Sell
43,396
-6,701
-13% -$106K ﹤0.01% 2039
2018
Q4 		$742K Sell
50,097
-73,672
-60% -$1.19M ﹤0.01% 1967
2018
Q3 		$2.23M Sell
123,769
-21,952
-15% -$426K ﹤0.01% 1603
2018
Q2 		$2.89M Buy
145,721
+60,261
+71% +$1.21M 0.01% 1406
2018
Q1 		$1.7M Sell
85,460
-38,433
-31% -$770K ﹤0.01% 1563
2017
Q4 		$2.38M Buy
123,893
+2,843
+2% +$57.6K 0.01% 1414
2017
Q3 		$2.47M Sell
121,050
-56,275
-32% -$1.06M 0.01% 1334
2017
Q2 		$3.34M Buy
177,325
+61,420
+53% +$1.18M 0.01% 1180
2017
Q1 		$2.27M Sell
115,905
-2,433
-2% -$46.9K 0.01% 1416
2016
Q4 		$2.31M Buy
118,338
+56,013
+90% +$911K 0.01% 1351
2016
Q3 		$875K Buy
62,325
+1,804
+3% +$23.1K ﹤0.01% 1783
2016
Q2 		$689K Buy
60,521
+4,841
+9% +$54K ﹤0.01% 1857
2016
Q1 		$565K Sell
55,680
-10,115
-15% -$106K ﹤0.01% 1892
2015
Q4 		$776K Buy
65,795
+21,929
+50% +$257K ﹤0.01% 1829
2015
Q3 		$487K Buy
43,866
+9,440
+27% +$108K ﹤0.01% 1974
2015
Q2 		$409K Sell
34,426
-71
-0.2% -$826 ﹤0.01% 2026
2015
Q1 		$397K Sell
34,497
-8,617
-20% -$96.2K ﹤0.01% 2018
2014
Q4 		$504K Buy
43,114
+2,665
+7% +$29.2K ﹤0.01% 1975
2014
Q3 		$395K Sell
40,449
-706
-2% -$7.25K ﹤0.01% 1995
2014
Q2 		$444K Sell
41,155
-5,959
-13% -$61.9K ﹤0.01% 1959
2014
Q1 		$505K Buy
47,114
+5,415
+13% +$59K ﹤0.01% 1930
2013
Q4 		$491K Sell
41,699
-15,784
-27% -$179K ﹤0.01% 1907
2013
Q3 		$616K Buy
57,483
+10,546
+22% +$113K ﹤0.01% 1799
2013
Q2 		$466K Buy
+46,937
New +$437K ﹤0.01% 1832

Other funds holding LBAI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors's LBAI Position: Q4 2022 in Review

First Trust Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q4 2022, closing a stake of 24,616 shares — an estimated $394K sold.

First Trust Advisors first reported a position in LBAI in Q2 2013 and held it in 38 quarters. The position peaked at $3.34M in Q2 2017. 178 funds tracked by Wall St. Rank hold LBAI as of Q4 2022.

  • First Trust Advisors reported no remaining Lakeland Bancorp Inc position as of Q4 2022 after selling out during the quarter.
  • First Trust Advisors sold 24,616 Lakeland Bancorp Inc shares in Q4 2022, an estimated $394K.
  • First Trust Advisors first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 38 quarters.
  • First Trust Advisors's Lakeland Bancorp Inc position peaked at $3.34M in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2022.

Based on First Trust Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.