First Trust Advisors
NWG icon

First Trust Advisors’s NatWest NWG Stock Holding History

First Trust Advisors’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.01M Sell
269,338
-21,409
-7% -$356K ﹤0.01% 1578
2025
Q4 		$5.09M Buy
290,747
+20,031
+7% +$318K ﹤0.01% 1393
2025
Q3 		$3.83M Buy
270,716
+1,022
+0.4% +$14.4K ﹤0.01% 1512
2025
Q2 		$3.82M Sell
269,694
-7,094
-3% -$93.8K ﹤0.01% 1503
2025
Q1 		$3.3M Buy
276,788
+225,655
+441% +$2.53M ﹤0.01% 1536
2024
Q4 		$520K Buy
51,133
+40,598
+385% +$402K ﹤0.01% 2239
2024
Q3 		$98.6K Buy
+10,535
New +$93.7K ﹤0.01% 2346
2022
Q4 		– Sell
-15,432
Closed -$77K – 2516
2022
Q3 		$77K Buy
15,432
+1,581
+11% +$9.73K ﹤0.01% 2445
2022
Q2 		$81K Buy
+13,851
New +$83K ﹤0.01% 2466
2021
Q4 		– Sell
-23,811
Closed -$156K – 2574
2021
Q3 		$156K Sell
23,811
-116
-0.5% -$722 ﹤0.01% 2476
2021
Q2 		$145K Buy
+23,927
New +$145K ﹤0.01% 2448
2020
Q2 		– Sell
-33,612
Closed -$98K – 2434
2020
Q1 		$98K Sell
33,612
-4,234
-11% -$22.3K ﹤0.01% 2294
2019
Q4 		$262K Buy
37,846
+24,483
+183% +$153K ﹤0.01% 2302
2019
Q3 		$73K Buy
13,363
+134
+1% +$744 ﹤0.01% 2377
2019
Q2 		$81K Buy
+13,229
New +$86.6K ﹤0.01% 2402

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return